Apple: Mac sales still strong, some "interesting ideas" for netbooks

Apple: Mac sales still strong, some "interesting ideas" for netbooks

Summary: Well, we now know why Apple dropped the word "computer" from its name and it doesn't have anything to do with HDTVs. In a conference call last night to discuss its quarterly results, Apple said it sold nearly 6.

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Well, we now know why Apple dropped the word "computer" from its name and it doesn't have anything to do with HDTVs. In a conference call last night to discuss its quarterly results, Apple said it sold nearly 6.9 million iPhone 3Gs during the quarter. The company spreads that revenue out over the two-year contract, but if it were to book the sales all at once, iPhone 3G sales would've represented nearly 40% of Apple's total revenues for the quarter.

Still Mac sales remain strong and continue to grow at a faster rate than the overall PC industry. Apple shipped more than 2.6 million Macs, an increase of 21% over the same period a year ago. Mac sales might've been even better if it weren't for two factors. Apple said it saw a big dip in large orders from education K-12 as state and local governments started to feel the squeeze from the slowing economy. And toward the end of the quarter notebook sales--more than two-thirds of total Mac sales--slowed down as customers waited for the new MacBooks, which were announced on October 14.

Of course Apple did not announce the rumored $800 MacBook (though they did get the entry-level model down to $1,000) and there's been a lot of discussion of whether sales of pricier MacBooks and MacBook Pros will hold up in a worsening economy. On the call, CEO Steve Jobs said customers might put off purchasing a new Mac for a while, but they were unlikely to abandon Apple altogether, and the company still has plenty of room to grow its market share in both cell phones and computers (more than 50% of the Mac sales in Apple stores are customer who've never owned a Mac). Apple also heads into the holiday quarter with a strong product lineup and a big cash cushion. "We are not economists," Steve Jobs said on the call. "We may get buffeted around by the waves a bit, but we'll be fine."

But Jobs also dropped the strongest hints yet that if the demand for low-cost laptops, and in particular netbooks, continues to grow, Apple will jump into this market. "The netbook is a nascent category and, best as I can tell, not a lot have been sold," Jobs said. "But we'll wait and see how that category evolves and we've got some pretty interesting ideas if it does evolve."

Topics: Enterprise Software, Apple, Hardware

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9 comments
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  • End is near...

    My rep told me MSFT finance has analyzed these results and believe it signals the beginning of the end for AAPL. Windows Mobile 7 will be shipping soon and will crush the iPhone. Zune players continue to fly off the shelves at record numbers. I cannot even find a local retailer who has a Zune in stock. And of course, the <b>BIG KAHUNA</b>, Windows 7 is just about ready to redefine the PC as we know it. AAPL is doomed and my rep and I are going to celebrate.
    Mike Cox
    • nice to see MS having original ideas, again...

      double post: read other thread by me.
      page.jason
    • nice to see MS having original ideas, again...

      As a vintage OS/2 ad read: NT=Nice Try,

      MS had a responce to Mac OS, iPod, MultiTouch (Surface) and now the iPhone.

      What's next, Microsoft Computers and stores?

      Microsoft has no heart for innovation nor do they have much of a culture. They are copycats if anything. And if consumers knew what technologies to demand to make their user exerience responsive and limitless, Windows would meet the innovations set in OS/2 in the early-mid ninties.

      I've been using PC's for 10 years and Apple computers in the last 5.

      I hated the PC experience. Mac...no problems.
      page.jason
    • *my* MSFT rep told me ...

      They're actually getting WinFS out this time, and it will leave
      btrfs in the dust!
      grail1
    • 6.0, but you hooked a few people. :) [nt]

      [nt]
      olePigeon
  • RE: Apple: Mac sales still strong, some

    I take it this comment is meant as a joke.

    People have been passing off this kind of nonsense since the
    eighties and thirty plus years is a long time for any company
    to take to die.

    We're not surprised that you can't find a Zune.

    Mark
    Mediamigos
    • The tip-off

      The Zunes flying off the shelves comment should be enough
      to tip you off to the nature of the content ;)
      grail1
  • RE: Apple: Mac sales still strong, some

    yeah the zunes flew off the shelf into the dumpster..
    thereeper
  • Not a lot sold?

    15% of all computers this year were netbooks. Not bad for 6 months on the market.

    http://www.linuxpromagazine.com/online/news/linux_carried_along_on_netbooks_wave
    [B]According to IDC, the number of computers sold grew 27% from the previous year. Around half of them consisted of the mini-notebooks known as netbooks.[/B]

    1/2 of the 27% growth was netbooks. Here's the idea I posted in the sister thread.

    http://talkback.zdnet.com/5208-11408-0.html?forumID=1&threadID=53442&messageID=1010636&start=-1&ct=null

    TripleII
    TripleII-21189418044173169409978279405827