But Apple doesn't make money from iTunes or it's software, they make
money on the hardware and accessories. They're selling bling. You can
get better and cheaper but their stuff is prettier and more
fashionable. Not to mention phones will be doing everything the ipod
and video pods do soon. Which brings up the point: why the hell would
anyone want to watch movies on their phones when everyone has big
screen HDTV anyway?

What multi-media merchandising software do they have?


On 4/5/06, Gruss Gott  wrote:

> You make a good point here however Jobs has been slowly transforming
> the company into a multi-media consumer software company.  He would
> argue that the "niche levels" you're referring to is the total PC
> market and Apple isn't trying to play there.
>
> (Although they do, but at niche levels :-)  For example, Apple's blade
> servers are aimed at the graphics and multi-media companies.)
>
> The big stand they're making is in multi-media merchandising software
> and, right now, they're about the biggest thing going.  I don't know
> what their marketshare there is, but I bet it's over 70%.  And THAT
> business is over 50% of their revenue and growing.
>
> So if their stock price is surprising you, it's because you're judging
> them as PC company which they ceased to be about 3 years ago.
>
> If you look at their revenue, it's pretty clear that Apple could
> care-less about the number of PCs sold.  Their multi-media
> merchandising software runs on all PCs and it's the main source of
> their $$$.
>

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