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http://www.insanely-great.com/news.php?id=854
Only 0.9% Switching, Says Wolf
By Remy Davison, Insanely Great Mac
August 27th 2002
Analysts don''t give Apple much chance to grow its market - but we''ve heard that song
before.
Needham analyst Charles Wolf is quoted in a
Businessweek article stating that Apple - so far - as only succeeded in getting 0.9%
of Apple Retail Store visitors into Mac users.
Businessweek''s current technology report has wide coverage of Apple. In an article
which is in many ways downbeat about the company''s prospects, the story nevertheless
notes that Apple has it "all over" Gateway, which is lucky to convert 700 people per
week at its stores.
Veteran Apple watcher Wolf, however, believes Apple can achieve a 2% switch rate,
which would mean serious dollars for the company.
Other analysts don''t agree. MerrilL Lynch analysts believe that Apple''s expansion
into the Retail Market is a "mistake" and that the initial store openings have lost
their impact.
The article also focuses on the impact of Jaguar, the success of iPod and tumbling
sales of the previous Power Mac line.
Analysis: This is a somewhat typical anti-Apple article, which understates the impact
of the PC slowdown upon all manufacturers - not just Apple. The article doesn''t even
note that, like Dell, it is the only profitable PC maker. Instead, it focuses on the
potential pitfalls, but this is what competition is all about - risk. Apple weathered
the early ''90s recession when it was a bigger company, but it was in bad shape; it
just wasn''t as clearly apparent back then. Leaderless, rudderless, with no coherent
strategy, the Apple of 2002 is an entirely different animal in many respects. Put it
another way: if they can sell that many iBooks in a tech slump, and the order books
are bulging for the iMac 17, imagine what they''ll do in an upswing.
Post your comments at:
http://www.insanely-great.com/news.php?id=854
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