I am amazed at all of the different takes on this announcement I have
heard.
Lots of folks are going "Yippee! New G5 iMacs in September! Woohoo!"
The thing that bothers me about the financial analysts view is the
claim that Apple is missing the back to school sales. Nonsense. That
seems to completely miss the trend that Apple has been focusing on
putting iBooks and Powerbooks in the school-going crowd, not iMacs --
those are more for home users/workers. Lots of iBooks and Powerbooks
for sale from Apple. How could they miss that major direction push from
Apple? Other educational pushes from Apple are for using the eMacs --
lots of those available as well. I think I would have a good hard long
chat with my financial advisor if they were expecting iMacs to be the
big seller for the school crowd, especially since Apple sold more iPods
than iMacs last year.
Jerry
On Jul 02, 2004, at 11:55 AM, Jeff @ SLYN Systems wrote:
> In addition to Rex's article from yesterday...
> ?
>
> By Carolyn Pritchard, CBS MarketWatch.com
> Last Update: 8:38 PM ET July 1, 2004
>
>
>
>
> SAN FRANCISCO (CBS.MW) - Apple Computer shares fell 6 percent in
> Thursday's after-hours trading session after the company said it was
> delaying its new iMac until September, missing the important
> back-to-school shopping season.
>
> Apple (AAPL: news, chart, profile) also said it had stopped taking
> orders for the current iMac models.
>
> Shares of the computer maker fell to $30.40 in late trade, down $1.90.
>
> "We planned to have our next generation iMac ready by the time the
> inventory of current iMac runs out in the next few weeks," the company
> said in a statement posted on its Apple store Web site.
>
> "But our planning was obviously less than perfect."
>
> The Cupertino, Calif.-based company was widely expected to launch a
> new version of the iMac at a technology conference this week, but it
> came to the World Wide Developers Conference empty-handed for
> observers who had hoped to see another big announcement in the keynote
> address by co-founder Steve Jobs.
>
> In fiscal 2003, iMac net sales fell to 1.1 million units and $1.24
> billion, from 1.3 million units and $1.45 million in 2002.
>
> With total net sales of $6.21 billion in 2003, iMac sales accounted
> for 20 percent of Apple's revenue.
>
> ?
> Jeff Slyn, Owner
> SLYN Systems & Peripherals
> (502) 426-5469
> serving Kentuckiana clients 7 days a week since 1985!
>
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