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Glad to see MDN loading again this morning. YOu must have either incredible traffic or servers ran by hampsters. =)

I don't like the days with no MDN

Feb 07, 08 - 09:53 am Comment from: silverhawk

Notice how many times author uses the word "think." It's scary in that the well being of a company can rest on some analyhole using the word "think."

Feb 07, 08 - 09:59 am Comment from: January 24, 1984

Bought 50 more shares yesterday.

Soon, they'll look cheap again.

...revised MBP's and MB's might spur some buyers waiting for upgrades. People upgrading know that upgrades are pending. I realize that the moment I buy tech, it is out of date. However, I know the laptops are 12 to 18 months stale.

Need faster updates!

I don't care about handhelds. My wife has an iPhone, I emjoy my iPod... but my biggest concern has been that Apple is not paying attention to what "had" been their core business.

Feb 07, 08 - 10:12 am Comment from: Ashley Grayson

Difficulty with a story like this is that it is a half data point. As the article itself says at the end: "It's unclear whether any said production cutbacks may have been a precursor to these new models. Similarly, it's unclear whether reductions in MacBook build orders will be offset by demand for company's new MacBook Air."

So orders for current models may be cut pending release of new models.

This is an observation, but no conclusions can be drawn.

Feb 07, 08 - 10:14 am Comment from: ron

Chicken Little, "The stock is falling." I thought it was a good buy at 170. It was - good-bye to lots of money.

I guess I'll sit on it. Ooops!

silverhawk

Since Apple doesn't tell us what's happening analysts can only speculate as to what's truly going on based on indirect evidence hence he "thinks" sales may be declining. In fact he's just being up front.

You probably do a lot of "thinking" yourself and express opinions you "think" are correct without really knowing all of the facts.

Feb 07, 08 - 10:31 am Comment from: silverhawk

toonie

Forget your coffee this morning?

In the U.S., Europe, and Japan, the MBA is the best-seller on the on-line Apple Stores.

Not bad!

there is no way that Apple cut orders by 50% to 60% year over year for an piece of the product line. The SEC needs to investigate this guy and his firm.

Feb 07, 08 - 10:43 am Comment from: BuriedCaesar

It could also be vaguely related to the preponderance of claims we've heard all over the various media outlets that the US is on the cusp of a recession (if not already in one) and Apple is implementing a measured response to avoid having too much inventory on hand when people start cutting back to the bare essentials.

You know - only buying a new MacBook and a Nano instead of a Pro with a 30 inch monitor and an iPod Touch...

But that's just what I think.

And about this "thinking" thing. Everyone thinks. That's where we get opinions. Some people manage to get paid for their opinions, which is pretty good deal if you can figure that out. Now, if everyone agreed with my opinion, it would be a pretty boring place very quickly, but then again I wouldn't be posting here - I'd be making boatloads of money while people paid me to tell them what I was thinking. Despite all that, I still think all the time. I like thinking. That's how I KNOW I'm alive. And if you don't agree - well, that's your problem, not mine.

Feb 07, 08 - 10:48 am Comment from: Buster

I agree with BuriedCaesar.....we are on or entering into a recession. Everyone is getting into the belt-tightening mode so it just makes sense to cut back on inventory. One can always ramp up orders if things turn around.
This is just smart business.

It may be denial or keeping my head in the sand and not wanting to face reality of slacking sales or anything bad for our favorite company... but I trully love MDN's positive spin on things. It's refreshing compared to the gloom and doom of every day media.

WOW, Apple looks at economy and its model issues and decides to reduce new production in line with a slower market. Great decision.

So wall street says the stock is bad.... cause the company makes good decisions....... weird, just weird. Only in America. !!

Actually, I just may buy a few more shares. If it drops below say 115. All the analysis are saying that it still will end the year over 200 to 250. I would love that.

Well, I am a "full" Apple fan too. My desktop is a fabulous 24" aluminum iMac while my laptop is a MacBook Pro. I'm one of those who upgrade regularly. I was going to purchase a MacBook Air until I realize that it would be a downgrade for my purposes. Then I was prepared to sell my 8 GB iPhone and purchase the 16 GB. Well guess what? New contracts? Complications? Can't be bothered.

If there is a recession and Apple wants to keep up the sales, then for God's sake, don't put up obstacles to easy purchasing.

Apple is trading around $118 right now, and its one year low is $83, so this has to be a great buying opportunity. The people who buy Apple's stuff are not typically your sub prime mortgage borrowers who can't meet their GMAC payments: its target market is primarily people who have money, and its margins have been truly fantastic. It can make loads of profits even at lower volumes, providing its margins hold up: sales growth isn't everything; plus it's taking into income 1/24th each month of certain unit sales in prior periods.

Last chance to buy AAPL below $120... again.

Man-o-Man... getting very close to Laura Goldman territory.

Arrogance apology, MDN?

Zune Tang: You're late. I was expecting hear all about how this was in response to the stratospheric rise in Zune popularity.

C'mon fella, get on the ball!

Yesterday's exuberance - toys, gadgets, hobbies.

Today's reality - The Mac!

"this change in iPod production might not be a sign of sales weakness, but rather a shift in expected sales from older models to the newer models"

I too can hope. Cold, hard light of day, however, says this is desperate grasping for a reason to hope not what's going on in the real market place.

Tunes players and phones are subject to instant abandonment by Apple's target demo - soon after the rush is over, they have no interest in paying Steve's prices just because he's cool.

No apologies needed from MDN. The call Laura Goldman made was indeed wrong.

The difference between conditions today and when she made that call are somewhat changed.

The view is that consumer spending is going to go off a cliff. Of course Apple is being sold.

I am staying with it all the way. I think there are going to many pleasant surprises as quarter by quarter Apple will exceed all expectations...

And the stock is a super bargain right now too!

But please don't tell anyone for fear that the stock might just jump up again and payday isn't till next week <GRIN>

Even if the "bush economy" messes with the price of the stock and it clearly has... sooner than later Apple's stock will jump and we all want to be on that band wagon... if for no other reason that greed and profit!

And that's a good thing!

Feb 07, 08 - 11:59 am Comment from: DogGone

The is a lot of FUD occurring at the moment. Doom and gloom everywhere.

What the author fails to realize is that a 50% reduction in orders from Xmas quarter to Spring quarter is purely seasonal. Apple alway sell far more iPods in the holiday season.

All I know is that Apple's financials are glowing at the moment and they have multiple sources of revenue established and new ones building. The company isn't recession proof but as they demonstrated in 2001, their goal is to innovate even during economic slow downs. No other company is as aggressive as Apple in that. And that is why they will continue to succeed.

Feb 07, 08 - 11:59 am Comment from: 84 Mac Guy

Appears Apple is hunkering down for a deep recession. Thank you Mr. Bush and Mr. Greenspan.

MDN - your analysis is wrong as usual.

If new product was coming on board, Apple would be ordering it.
You think they stop production of one iPod, wait until they are all sold, then start production on a new iPod???

Apple is chopping product delivery big time. This is bad, bad, bad news. The stock is down another $3 as I write this.
From over $200 to under $120? Sheesh! The stock has to go up nearly 90% to get to its previous high.

Apple is now zigging while the economy is zagging. Out of sync with its high-priced gadgets in a low-cost, can´t afford it recessional world. And this world will be this way for another year or two....or longer. Unfortunately.

I love how many blame Bush for everything.
LOL.

Where are the HIllary and Messiah Obama solutions to quickly remedy the economy????
Answer: More Taxes!

Feb 07, 08 - 12:12 pm Comment from: Ampar

" . . . or servers ran by hampsters."

Whew ! I was wondering why I kept smelling elderberries every time a page loaded.

Dear Apple,

Please stop doing things that I consider great... I AM EFFING TIRED OF WATCHING MY STOCK TANK!!

Your Pal

Tom

Feb 07, 08 - 12:59 pm Comment from: bond co. stooge

Hey Handy,

STFU.

Now.

Have a nice day!

So Wallstreet, lemme get this straight. If I am a 1999 circa .com business and I ignore the winds of change and rip off my stockholders and crash the economy I am bad. If I am Apple in 2008 and I start throttling back on my luxury microelectronics because all the economic indicators show the mortgage and wallstreet guys ran the economy into a ditch again, I am a bad guy too. Well Apple should stay the course. The wallstreet and Mortgage folks are obviously looking for scape goats. Why should Apple make quick off the cuff decisions to save the hides of speculators?

Just my $0.02

Feb 07, 08 - 03:07 pm Comment from: Hg Wells

Ray, we're ALL "speculators." It's saving the hide of "investors", if you're happier with that term, that would not be a bad thing, were that even possible to do here.

Feb 07, 08 - 04:58 pm Comment from: NCIceman

Yeah, this statement is pretty alarmist unless you taking into account what SKUs are being dropped...