Comments on: MacBook has Apple walking on Air

By: Bob B., Albuquerque, NM

Bob B., Albuquerque, NM — Thu, 24 Apr 2008 15:57:55 +0000

Jon,I'd love to see the hard data – how many Macbook Airs did Apple sell last quarter? Thanks in advance, BB.

By: Sacto Joe, Sacramento, CA

Sacto Joe, Sacramento, CA — Thu, 24 Apr 2008 13:27:19 +0000

I read somewhere that the Ipod Touch has been a huge success as well. In addition, it has a healthy margin, and so each Touch sale gives some multiple of a small Ipod in total profit. Could you speak to that? Thank!

By: Kevin - Glastonbury, CT

Kevin - Glastonbury, CT — Thu, 24 Apr 2008 13:20:07 +0000

Everyone is a critic. Good summation of the key metrics and drivers. It seems that there are too many investors that see this company as an Ipod/Iphone story supported by Mac instead of the other way around. I would be interested to see if the company does anything to try to capture a portion of the rebate checks about to be released like every other consumer product maker out there. While that would be US specific it would produce incremental sales and could be good timing for a 3G rollout.

By: midas360, San Antonio, TX

midas360, San Antonio, TX — Thu, 24 Apr 2008 11:35:00 +0000

It sounds like earnings expectations are always a little high for Apple.

These were pretty solid numbers.

I suggest the market wait until AT&T and Apple release a 3G iPhone. There will be alot of exisiting and new iPhone customers buying one. I know I am waiting to buy 2 3G'ers.

By: Charlie, London UK

Charlie, London UK — Thu, 24 Apr 2008 10:16:12 +0000

On the iPhone, from a consumer perspective there are three reasons why I haven't got one.

Firstly, in the UK its only on 02 and I'm on Vodafone and don't want to change. I know its the same situation in the US.

Secondly, I always get a free phone when I renew my contract and I'm never going to pay for one no matter how cool the device is.

Thirdly, I think its still too big; its wide and tall. It's like having a plate in your pocket. I like the size of my nice small Nokia 6300.

It is a really cool device, so if Apple create an iPhone Nano and its available free with a reasonable contract on any network then they will be on to a right winner, everyone would have one. I think they're neglecting a market of consumers who aren't massive gadget fans but would get one if it was given on a plate; ie same deal as a Nokia phone with their contract.

Also, I don't think an economic downturn will stop people renewing their mobile contracts and getting new phones, so it'd weather that storm.

By: Nige - Somerville, NJ

Nige - Somerville, NJ — Thu, 24 Apr 2008 02:59:42 +0000

guy not going to complain and get bent out of shape about this. Numbers do not lie and from the looks of it Apple is well positioned. it has a price target ranging from 185 – 200 so where the stock price is currently there still is a lot room for a good investment. But I do have to say this they say Ipod sales slowed but did it really it's kind of hard to have that same type of growth when Iphones are also selling are we forgetting that you by an Iphone and you also have an Ipod so why will people continue to get and Ipod when they can get the phone along with an Ipod let's start being smart (all of you analyst).

By: Anonymous

Anonymous — Thu, 24 Apr 2008 01:35:26 +0000

Well duh. Once again the company excels–but never enough to meet the hunger of analysts. What on earth is wrong? Apple does better than anyone–anyone. But the stock is played. Are you looking at the real results? Who else has achieved so much this quarter–with absolute potential for achieving the same results and better again?

Are we crazy? What are we doing? Investors, please take notice. Ignore idiots like Cramer. He obviously plays for his own gain. Look for yourself.

By: keymaker

keymaker — Thu, 24 Apr 2008 01:12:05 +0000

Dude, iPod sales had stalled???? are you forgetting we are on a middle of a recession??? and they still sold over 10 million of them, LOL. Dude you should consider finding another job cause you don't sound like you have a clue of anything

From Jon Fortt: Do you read numbers? Yes, their growth stalled. And Mac growth didn't. That's why the stock didn't tank. How about you do some reading, then get back to us.

By: jmmx Portland Oregon

jmmx Portland Oregon — Thu, 24 Apr 2008 01:08:43 +0000

THE BIG NEWS:

Mac sales up 51%

In the conference call it was noted that Asia was up 62% – now there is an area with potential growth!

—-

Re iPhones;

Anyone consider this – a company renown for its conservative guidances repeatedly insists that it sticks by the 10 million iPhones in CY2008. They must be pretty darn certain of that one!!

By: Matt Joachim, Pittsburgh, PA

Matt Joachim, Pittsburgh, PA — Thu, 24 Apr 2008 00:48:33 +0000

It would seem to me that you misunderstand what Tim Cook said about the iPhone sales. He said that they expected a larger decline than the one that occurred such that there would be a sequential decline from the December quarter. Thus, Apple began producing less units and assumed by the end of the quarter they would still have ample stock for their retail stores and partners.

However, the demand for the iPhone did not dip sequentially and thus after the initial post-Holiday decline of sales, the demand flatlined at a higher number than expected. Thus Apple had not produced enough iPhones to match the demand and retail stores began to run out of stock until Apple could produce enough iPhones to meet demand again.

From Jon Fortt: No, I didn't misunderstand that. Demand did dip sequentially, just not as much as Apple thought it would.