“Shares of Apple Computer dipped almost 2% to $66.37 in midday action on Monday. Thomas Weisel issued a research note saying the company’s transition to using Intel chips in its computers is ‘proving difficult.’ The firm said its checks with Apple specialist resellers across the U.S. found there is soft demand for Macs and a lack of supply for the Intel-based notebook products. 65% of the resellers expect the transition to have a negative impact on Apple’s current quarter, Weisel told clients,” Michael Baron reports for MarketWatch.
Full article here.
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Related MacDailyNews articles:
Boston Herald: Apple MacBook Pro ‘contender for best notebook on market, comes with a superior OS’ – March 06, 2006
Time Magazine’s Gadget of the Week: Apple MacBook Pro – March 06, 2006
PC Magazine review gives Apple MacBook Pro 4 out of 5 stars – March 03, 2006
Ars Technica: Apple MacBook Pro ‘an extremely solid machine, an important step forward’ – March 02, 2006
Mossberg: Apple’s MacBook Pro gives users a ‘much better OS with vastly better built-in software’ – March 02, 2006
New York Times’ Pogue: Apples MacBook Pro a ‘beautifully engineered, forward-thinking laptop’ – March 01, 2006
Apple MacBook Pro a ‘drop-dead gorgeous laptop’ – February 27, 2006
Macworld posts Apple MacBook Pro 2.0GHz first lab tests – February 22, 2006
Apple PowerBook G4 1.5GHz vs. MacBook Pro 2.0Ghz Adobe Photoshop benchmarks – February 22, 2006
Apple begins shipping MacBook Pro notebook computers with faster 2.16 GHz Intel Core Duo processors – February 14, 2006
Adobe: no native Intel Mac support until 2007; Photoshop could be 14 months away – February 01, 2006
Computerworld: Apple’s MacBook Pro ‘fast, really fast – looks like a real winner’ – January 28, 2006
Analyst: Apple seeing strong sales of iMac Core Duo, MacBook Pro, 5th generation iPod – January 25, 2006
Apple: expect MacBook Pro shortages – January 19, 2006
Use the ExpressCard slot to add FireWire 800 to Apple’s new MacBook Pro – January 15, 2006
Apple MacBook Pro, ExpressCard and EVDO – January 14, 2006
Apple introduces MacBook Pro; up to four times faster than PowerBook G4 – January 10, 2006
NOrm: Simple – There is little or no hardware available and what little there is available there is little demand for it.
Tip: Intel just announced that their sales are hurting and will continue hurting. That means they aren´t selling chips; ergo Apple isn´t selling computers. And/or Intel has production problems.
And AMD is now beating INtel´s butt with faster chips.
Stocks,
You are wrong. Check your source. Sony is worth $46 Billion.
Apple is worth more than Sony because it has a lot of potential future upside. Apple is probably slightly overvalued.
Sony is valued where it is based on current malaise and a bleak future outlook, including being later with their next gen Gaming Console, getting the pants beat off of them in digital music, and having their years old conglomerate digital lifestyle environment not growing to fruition (despite putting memory sticks and readers on everything)
Do you research.
soft demand for Macs and a lack of supply for the Intel-based notebook products– Yeah Right!
How about HUGE supply, because noone is buying the stuff—-or
No supplies because the stuff is selling out.
The Great Apple Comeback is over, they blitzed the world with a new device (to most) the iPod, but they are not making much headwind selling more Mac’s because the world is Windows and Vista is right around the corner.
Vista promises
1: Better security (yea right?)
2: Better looks (it is nicer)
3: The most software (everyone codes for Windows)
I have predicted a eventual slowdown in Mac market share advances once Vista rolls it’s ugly head.
Why? Because once security and looks are no longer a problem on Windows, it comes down to who has the most software and compatability.
Microsoft is retaliating guys and gals.
Stocks: When steve jobs releases a $349 speaker and a $99 ipod case, you know they are desprete for profits. and its a hint that they are unable to make any profits.
Apple has almost always designed products that are high-end and high(er) priced, aimed at consumers with above average everything, so this is nothing new. Heck, when the iPod was introduced, more than a few pundits loudly predicted a rapid, dismal failure for the “overpriced” gadget.
Apple is only trying to increase it’s profits. Expensive speakers and ipod cases are not a sign that Apple is “unable to make any profits”. Besides, if Apple was hurting for profits, those two products certainly would not “save the company”.
Stocks
This is where you should be looking.
(Apologies to everyone if I mess up the HTML on the link).
Phew!! Didn’t force a 30″ screen requirement to read the thread.
MacDude
Apple still has time yet. Vista may launch this year, but won’t get momentum for another year to eighteen months after that.
Exactly as Windows 2000 and XP did.
Damn. Just saw that perfectly formed HTML link doesn’t go anywhere.
Oh well. Go to http://quotes.nasdaq.com and type in SNE.
If anyone wants me, I’m in the pub.
MacDude still needs to get a life.
As a finance guy with various professional designations and registrations, I feel morally compelled to warn everyone NOT to take what “Stocks” is dribbling as prudent financial or investment advice.
What he is charging for the advise is all it’s worth.
Hehe. Hi there MacDude.
Yeah, Microsoft’s really determined to increase security and looks. Yeah.
Have you seen the Aero Glass theme on the latest screenshots of the latest beta? It looks WORSE than XP. The transparencies are pointless and hinder the look of the whole thing, and the color is way too bold. That’s why Apple uses soft blue and gray, because they’re colors that are “ambient”. However, Windows uses either blue still or I’ve even seen it use solid green (ick), which is distracting to the eye when trying to focus on a window.
The security is probably Windows Defender and the same “security updates” they did with XP, which never fixed a thing. The problem’s the framework, and so without DRASTICALLY changing that, the “security updates” will probably just protect you from being stupid and pop up one billion messages when you try to download a file to discourage you to. If MS keeps trying to focus on putting a million firewalls and whatever on the system, not only will it make no difference because virus writers are smart enough to work around these things, it’ll also make the system even more clunky than before. Huh.
Hey, I think I finally figured out why MS has waited to release Vista for so long – they’re waiting for all the virus writers die to say they have a “secure” platform. Heh.
Oops, it should read:
“they’re waiting for all the virus writers to die”
Cause, you know, I don’t let these things go uncorrected, unlike someone we know..
I’m looking at you, Mr. “they blitzed the world with a new device the iPod”.
“Because once security and looks are no longer a problem on Windows…”
I hope no one is holding their breath for this. Considering the originally announced feature set of Longhor…opps, I mean Vista, the innumerable announcements since then of feature set reductions, what the proposed feature set is currently stated to be, and what Vista will actually ship with, forgive us Macusers for saying PC users probably counting chickens before they’re hatched.
“…it comes down to who has the most software and compatability.”
That’s true now, sort of, and it isn’t slowing the increase in Mac marketshare at all.
However, I do think the phrase, “Vista’s ugly head” is probably an accurate assessment. As they say, “Beauty is skin deep, but ugly is to the bone.” Or, in the case of Vista, to the core…of it’s code.
If SNE (SONY) is valued at $46billion, then how come on etrade it shows 6.7billion, and why does the stock price move so high and low on such low trading volume?
By the way, SONY almost always hits bottoms between july and november.
Why buy a PowerPC now that Intel chipped macs are the future?
Why buy an Apple Intel Mac when it won´t run pro products without taking a Rosetta hit?
Answer: Wait, wait, wait.
So PowerPC macs aren´t selling and Mactels aren´t moving as fast as they would if the pro software was available.
It´s not the best of times for Apple. And if iPod sales soften….gulp! My Apple stock ain´t gonna´ like it.
“If SNE (SONY) is valued at $46billion, then how come on etrade it shows 6.7billion, and why does the stock price move so high and low on such low trading volume? “
Interesting… etrade shows $6.7b in the detailed quote, but it shows $45.4b in Company Snapshot. I think you have found a bug in etrade’s computer program.
Since number of shares out is 996.519M, market cap of $45.4b is the right number.
Queezzie, do you even own Apple stock? I doubt it, seeing as all I see you do here is comment on everything and say something negative and then flame everybody who disagrees with you. One who is that negative on Apple doesn’t seem like a potential shareholder to me.
If you really do own their stock, shouldn’t you kind of think about the fact that everything negative you say about Apple, if true, has a possibility of bringing the stock down?
You’re the only person I’ve ever seen who would bash a company endlessly and then put your money into it and have faith in it. According to your portfolio, you hope they do good, and then say everything they do is bad.
Contradictions aren’t healthy for brains.
Freeze: Not being a shareholder is probably a strength when it comes to this topic. For he past few months, all I here from the shareholders are platitudes and overly optimistic assessments (“the future looks bright!”), when there are actually real reasons to be concerned. It seems the desire to keep the AAPL price rising is keeping some people from donning their thinking caps.
For instance, Intel is currently losing market share big time to AMD on the PC side, in almost all markets. Yes, servers & desktops, but even in laptops they’re gaining a lot of momentum. I’ve seen more than a few ‘shootouts’ showing the Turion equal to (power efficiency) or better than (outright performance) Intel’s Yonah. PC people at all levels are looking for ‘AMD Inside’, b/c their products are head and shoulders above what Intel currently sells, or are planning on selling in the future (I’m talking roadmap comparisons here). People are noticing, and they’re spending their money accordingly. How does this affect Apple? I can only surmise, but since Jobs has tied the company to Intel exclusively you can be sure that any ‘halo effect’ is pretty dim.
Next are Apple’s new Macintel products themselves. Simply put, they aren’t as good as most people expected, and in some cases aren’t even products that people are clamoring for. Rumors of Apple-branded DVRs, Tablets, and hopped-up iPods are out there for a reason folks – PEOPLE WANT THEM. And yet apple rolls out tepid upgrades to existing products in he face of this … um, stu-pid. And this recent rash of ‘feel good’ reviews notwithstanding, under a non-rose colored light the MacBook Pro is a decontented, hot, decent performing dual core laptop … that just happens to look good and have a stable, virus-free OS. In performance areas where having the extra core can be leveraged, it does well. In anything else, it’s about the same as the old PPC version. And it certainly isn’t so good as to make everyone swallow Job’s line that he didn’t know how to build great products with anything but Intel. Again, people are noticing – the hype is not matching reality.
I see it a lot. I just helped a couple of medical researchers slog through some Mac purchases. They initially figured they’d go Macintel, but once they investigated all the pluses and minuses they just weren’t impressed with MacBook, iMac Core Duo, OR the Macintel Mini. They went PPC Mac all the way (laptops & desktop). Some of their decision was Rosetta-based (they had software that wasn’t likely to be UB anytime soon, and couldn’t afford to take a performance hit), some was they were impressed with the best PPC Apple offered (the Quad) and could find nothing else in it’s price range that performed as well. Also, MBP just dropped too many pro-level features that they’d come to depend on. Finally, those that were informed on such things just didn’t like Intel – the consensus was that they couldn’t understand, if Apple HAD to go to x86, why not Athlon/Opteron??
So there you have it. Non-scientific I admit, but if my recent experience is any indication at all, Apple is in for a rough ride. And it will be made all the rougher by Intel’s high prices for it’s CPUs and lack of part availability.
I think Stocks makes an excellent point regarding the iPod accessories and their sky-high pricing – if Apple wasn’t expecting to have some bad news for the shareholders in the next quarter, there’s no way they’d be charging so much for these items. They’re need to boost profits is evident, and they’re pulling out any stop they can think of to make it happen, counting on brand loyalty and ‘buzz’ to lay the smoke while they do so.
Yeah – I’m a curmugeon, a troll, an un-believer … I’ve been flamed it all. But, I think, in this case I – and all the others trying to warn the herd animals – also just happen to be right. In a big, big way.
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