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Better to get it from a horse's mouth than a horse's ass.

Jul 16, 09 - 11:28 am Comment from: jtc

@Ork

well said HAHAHA

Jul 16, 09 - 11:33 am Comment from: Big Al

Road apples. (It's what you get from the south end of a north bound horse.)

Jul 16, 09 - 11:45 am Comment from: Big Al

Has anyone noticed that Microsoft is announcing a successful ad campaign against Apple prior to the Gartner/IDC results?

It's as if Microsoft expected good results in the data.

Earlier this month one of these two, Gartner or IDC, said there was trouble with the numbers and that someone was gaming the system.

I smell a Microsoft rat.

Jul 16, 09 - 11:49 am Comment from: Predrag

It is hard to imagine anyone buying these preliminary reports from either of the two companies. Usually, investors, brokers, analysts purchase analysis reports such as these two in order to provide investment advice, or make investment decision related to the companies reported on. And now, when the news came out that these two reports diverge by that much, making an investment decision based on these reports today, ahead of Apple's earnings report conference call next Tuesday, is pretty much impossible. In order to make money quickly (get-rich-quick), you'd need to know NOW what the rest of the world is going to find out on Tuesday evening. Normally, IDC and Gartner would provide reasonably reliable information that would allow you to make an investment decision (buy or short; buy calls or puts, if you're more adventurous). However, with this much difference, their reports are pretty much useless.

What does Gene Munster say? He actually does legwork (checks retail stores, then does some extrapolation). So far, he has been quite reasonably accurate with the numbers.

Jul 16, 09 - 12:13 pm Comment from: Demon

This just proves my Point that all Analyst are wrong more then they are right. You know that no one really knows when the Two Big research companies are so fair apart, It just shows that even the big research firms just pull numbers out of their arse.

Well considering that Apple routinely "beats the estimates" quarter after quarter after quarter, I don't know why anyone even bothers listening to analysts anymore.

Jul 16, 09 - 01:11 pm Comment from: Gordon Horne

This could get interesting. That's a huge disparity for reputable firms (or as reputable as analysts get). If someone was gaming the system, the party that got inaccurate information as a result might be able to make a case against the gamers. Or they could expose the guilty party as a warning to not mess with them.

Jul 16, 09 - 02:26 pm Comment from: BC Kelly

Did a little quick dig on this link and at Gartner and IDC sites

Found this, chit you not ...


Gartner offers "Hype Cycle for Emerging Technologies"

A 38 page report about "Technologies and trends at or approaching the Hype Cycle peak ... the Trough of Disillusionment ... the Slope of Enlightenment."

And it can be yours, today, for the low, low price of only $1,995.00

But you better act now, supplies are probably limited


Over at IDC

The Department of Redundancy Department is doing well with Loren Loverde as "Program Director for IDC's Tracker Program"

And by offering insightful observations from the "President of Clients and Displays" (wtf?) who says, "The market continues to rely on consumer purchases."

?


How the 'ell these guys stay in business ?

How are any of the Broker and Analyst types able to make it ?


Oh yea, forgot, their biggest customer is Joe the Investor

or Joe the CEO

Joe the IT Guy

Joe the CFO




You Betcha


BC

@BC - I resemble that remark!