“Computer makers enjoyed strong year-over-year growth during the first calendar quarter this year, according to new U.S. retail sales data,” Amanda Cantrell reports for CNNMoney. “But while that strong growth may imply that computer manufacturers are on track to continue that growth the rest of the year, it remains to be seen whether Microsoft’s delay of the consumer version of its highly anticipated Windows Vista operating system will derail that growth, analysts say… PC makers such as Compaq are billing their current products as ‘Vista capable,’ meaning that they will have enough memory to run the new operating system, in hopes that customers will buy now and upgrade their operating system rather than wait until Vista debuts to buy. The data arrived ahead of next week’s tech earnings blitz. Apple, IBM, Intel and eBay all report quarterly earnings next week.”
“Unlike PC makers, Apple is immune to any negative effects of the Vista delay. But it faces a problem its PC competitors do not: It’s currently transitioning its entire line to Intel processors, which means it has to get rid of its non-Intel-based inventory. Goldman Sachs analysts estimate that Apple shipped about a million Macs in the quarter, making for roughly flat year over year growth. That’s in part because of the company’s slow ramp of its MacBook Pro Intel-based laptop as well as some stalling in iBook sales in anticipation of the Intel-based line, which is expected as early as this month, the analysts wrote,” Cantrell reports. “The Goldman Sachs analysts also think iPod sales will drop off sharply from last quarter’s record 14 million units sold. The analysts estimate that apple shipped 9.25 million iPods this quarter and suffered from greater “seasonality,” analyst-speak for the slowdown that takes place in sales following the quarter that includes the holidays.”
Full article here.
• Apple’s brand new iPod Hi-Fi speaker system. Home stereo. Reinvented. Available now for $349 with free shipping.
• Apple’s new Mac mini. Intel Core, up to 4 times faster. Starting at just $599. Free shipping.
• MacBook Pro. The first Mac notebook built upon Intel Core Duo with iLife ’06, Front Row and built-in iSight. Starting at $1999. Free shipping.
• iMac. Twice as amazing — Intel Core Duo, iLife ’06, Front Row media experience, Apple Remote, built-in iSight. Starting at $1299. Free shipping.
• iPod Radio Remote. Listen to FM radio on your iPod and control everything with a convenient wired remote. Just $49.
• iPod. 15,000 songs. 25,000 photos. 150 hours of video. The new iPod. 30GB and 60GB models start at just $299. Free shipping.
• Connect iPod to your television set with the iPod AV Cable. Just $19.
Apple Mac primed for market share gains as consumer portable market grows – April 12, 2006