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Wed, Jan 07, 2009 - 05:25 PM EST  —  AAPL: 91.01 (-2.01, -2.16%)  |  NASDAQ: 1599.06 (-53.32, -3.23%)

Piper Jaffray: ‘Apple market share to grow over next two years ‘
Monday, September 27, 2004 - 12:38 PM EST

"Piper Jaffray said that over the next two years Apple Computer will grow its market share ahead of expectations, which will be a catalyst to its stock. Piper Jaffray said sees greater-than-expected adoption of iPods and Hewlett-Packard iPods translating to acceleration in sales of Macintosh computers," Forbes.com reports.

"Also, iTunes 'will emerge as psychological catalyst for shares of Apple in 2005,' the research firm said. Strong iPod and iMac demand will lead to a strong fiscal first quarter ending in December, Piper Jaffray said. Apple could also get a boost from stronger laptop sales. The firm, which rates Apple at 'outperform' with a $40 price target, said that for the fiscal fourth quarter ending in September, 40% of resellers surveyed said PowerBook sales are 'tracking above plan,' while 30% said iBooks are selling better than expected," Forbes.com reports.

Full article here.

Related MacdailyNews article:
Mac market share primed to explode? If not now, when? - September 25, 2004

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Sep 27, 04 - 12:43 pm Comment from: Ed

Great news!!!

Sep 27, 04 - 12:43 pm Comment from: izod

Yay!

Sep 27, 04 - 12:53 pm Comment from: AjaxBruno

Keep plugging those features of the Mac: Great OS, open standards, free iLife, design, security, whatever is the hook for that person you're talking to at the time; and don't forget to plug the Windows features to be fair: viruses, blue screens, their true cost for comparable configuration,...

Sep 27, 04 - 12:56 pm Comment from: Glick7

As consumer confidence in Windows continues to implode due to virus and stability issues, we have to get the message out that the Apple Mac OPERATING SYSTEM is...

1/ Stable
2/ Data Secure
3/ Virus Free
4/ Intuitive and easy to operate.
5/ Windows friendly in terms of operating and sharing files in a Windows majority world.

All the reviews centre upon how Apple hardware is "sexy" and "stylish".

To take Apple popularity to the next level, we need to focus more on Operating System capabilities and benefits.

The shift is happening - but it will be incremental, not an overnight revolution.

One day, perhaps around 2007 when Longhorn hits the market, Bill and the boys will wake up to hear that Windows has driven off the end of a cliff in terms of customer loyalty.

Sep 27, 04 - 01:25 pm Comment from: jecrawford

Here, here! Glick.

Sep 27, 04 - 01:26 pm Comment from: gollo

If they are expecting apple´s share to grow and they are only predicting a $40 share price,then they are expecting much.

Sep 27, 04 - 01:27 pm Comment from: gollo again

should be "are NOT"

Sep 27, 04 - 01:28 pm Comment from: jecrawford

How about $50 per share, or is that unreasonable?

Sep 27, 04 - 01:30 pm Comment from: mac dood

Glick7...

While I agree with what youre saying, I'm not sure if what I would describe what the hapless users of WinCrap have with Billy Gates as "loyality"...

I kinda think its more like blind masochism...

Most PeeCeers are completely ignorant of the fact that there really is something else out there, which is more stable, secure... and actually worry-free.. (Mac OS)...

But, considering the recent articles published here and elsewhere ... perhaps, at least a few are starting to open their eyes...

This can only be good news for Apple...

And when the time finally comes...even the PeeCeers will figure out why Mac Users always seem to wear a knowing smile..

Sep 27, 04 - 01:37 pm Comment from: Glick7

Mac dood:

Yes, I agree with you about the loyalty issue.

Windows users are more like abused spouses... they just seem unable to break free of a controlling and abusive mate named Billy. They even go so far as to defend the abuse "Windows is a good system at its heart. It's not Windows fault, its the hackers that make it that way."

Perhaps we need to open shelters for abused Windows users? Give them a secure operating system where they can finally learn that not all operating systems act like a controlling Windows OS.

And... we need to prosecute the abusive mate when he tries to reclaim the poor abused user.

Yes... the more I think about it, the more Windows Users resemble victims of the Stockholm syndrome.

Sep 27, 04 - 01:56 pm Comment from: Joe McConnell

190 milliion pc's will be sold in 2004. (Not including ATM's, checkouts, etc. Apple MIGHT sell 4 million. Plenty of room to expand market share. As soon as they offer something perceived as competitive, they will.

Sep 27, 04 - 02:23 pm Comment from: Dave

Well, Apple has plenty of product available that is perceived as more than competitive, so that's not the issue. Apple's problem remains overcoming the stereotypes and FUD that still abound in the marketplace. Slowly but surely it'll come around though.

Sep 27, 04 - 02:40 pm Comment from: mac dood

".....And... we need to prosecute the abusive mate when he tries to reclaim the poor abused user...."

Prosecute him ???.... LOL...

I think the guy in Belgium had the right idea when he plastered Billy with a cream pie !!...

Oh... I wish I thought of it first !!

hmmmm, I wonder what the charge would be if I repeated his brave effort ??

Assult with a dangerous pie ??

Sep 27, 04 - 02:51 pm Comment from: Pee Turd-rot

It's all lies!!!!

Sep 27, 04 - 02:53 pm Comment from: mac dood

Why is it that a predominately Macintosh website attracts the trolls from the dark side ?

Sep 27, 04 - 03:44 pm Comment from: Joe McConnell

"Well, Apple has plenty of product available that is perceived as more than competitive, so that's not the issue......................."

Dave, there is no way that FUD is keeping 97.5% of new computer buyers from purchasing Macs. There are pricing, funny looking units, supply delays, and true incompatability with popular business programs also to blame. Another little problem is that the windows experience is not nearly as awful as constantly presented here.

There is also Apple's obvious appreciation for the way things are. They don't advertise effectively, so I assume they don't care. I think any Mac owner should ignore market share and be happy for their experience. There will be macs to buy for as long as we will need them.

Sep 27, 04 - 04:50 pm Comment from: Al

Come on Joe McConnell, it's not the number of PC's sold, it's the number of PC's using Windows 6 months after the sale that is important. A lot of PC's sold have some flavor of Linux installed. A lot of frustrated users add Linux after the sale and dual boot or wipe Windows off the hard drive. And yes, lot of users wipe Linux off the hard drive and install a bootleg version of Windows and, finally, a lot of people remove XP and put NT or Win 2000 on instead.

As for cheap computers, buyers go to buy the $400 to $600 PC, add what they need to add to do the things they want to do and pay $800 to $1000. They then find they can't do what ever it is they want to do, Photos, movies, surfing, e-mail, what ever it is, because lousy software, spy-ware, add-ware, and viruses prevent the the whole process from working properly. Soon after these initial failures the computer joins the exercise equipment as another post modern clothing rack, is put in the closet or remains on the desk as a cat warmer.

The PC experience is not as awful as it is described here only if you have a team of IT weenies looking after everything for you. If you are home with your PC, alone, naked on the net, it can be verrry scarrry.

Sep 27, 04 - 04:52 pm Comment from: Qman

"Another little problem is that the windows experience is not nearly as awful as constantly presented here."

Here we go again.

Joe, do you realize that the biggest buyers of Windows PC are the home consumers with kids? What do kids do? They download all that crap that eventually slows down the PC and a finally makes them un-usable. Are there warnings on these Windows PC's about spyware, viruses, VBS scripts, and etc? I have never seen one.

These consumers don't know diddly-squat about firewalls, updates, anti-virus and anti-spyware software. (If they do know about it, they don't want to be bothered by it. And you know what? They shouldn't have too either.) As long as Microsoft allows their software to be sold on cheap $400 systems (last I heard, you don't need to be a Tech to buy a PC at the local Wal-Mart), and doesn't put out warnings, then yes, there are going to be problems.

Sep 27, 04 - 04:56 pm Comment from: Trash

Joe, lately it took me 3 evenings to save a PC of a friend. Anybody who has experienced the two OS's should be able to make a plain choice. You only can have three reasons to 'choose' Windows. 1) You want to be cheap. 2) You are afraid of becoming part of a minority. 3) FUD (not knowing the truth). The reality is there are no drawbacks in owning a Mac and only advantages. You will first have to find freedom in order to be able to appreciate freedom.

Sep 27, 04 - 05:16 pm Comment from: mike

Joe, do you realize that the biggest buyers of Windows PC are the home consumers with kids?
~~~~~~

Or Businesses! Hello...

Ever heard of Dell? They got started selling hundreds of thousands of boxes to companies ... that's how they afforded to skip the retail presence...

Enderle estimates 75% of PC's out there are for businesses (no matter what you think of the source)

Sep 27, 04 - 05:21 pm Comment from: Joe McConnell

Yawn. Keep flapping your jaws boys. I don't have time to break the truth to a new team of macophiles. It is so tedious.

Just explain why it is 2.5% please, and likely to stay that way, despite all the old anecdotal and theoretical arguments a devoted community can dredge up.



Sep 27, 04 - 05:24 pm Comment from: Joe McConnell

Egad I actually read Qman, Trash, and Al's posts.

Double yawn.

Sep 27, 04 - 06:06 pm Comment from: mac dood

With all this hilarious banter back and forth going on.....

I would like to remind Joe.... and all the other PeeCee weenies who like to post here.... that

cockroaches outnumber humans by a factor of about 1,000 to one, on this planet .... but ..

That fact doesnt make them the higher form of life !

Sep 27, 04 - 06:25 pm Comment from: MacBuddy

[Keep flapping your jaws boys. I don't have time to break the truth to a new team of macophiles. It is so tedious.]


With the amount of time that you spend here 'trying' to reprogram the Macophiles, Joe - you could have earned the money to by that PowerBook G4 that you've been wanting. wink

Sep 27, 04 - 07:16 pm Comment from: zeed

go Apple go!

Sep 27, 04 - 07:29 pm Comment from: sippincider

Qman wrote:

"These consumers don't know diddly-squat about firewalls, updates, anti-virus and anti-spyware software. (If they do know about it, they don't want to be bothered by it. And you know what? They shouldn't have too either.)"

Agreed completely. Can anyone think of any other consumer product that needs the baby sitting and regular maintenance of today's Windows PC?

Imagine a car that needed daily lock changes to avoid being broken into, and weekly or monthly tune-ups to stay running correctly (never mind that it "just quits" and needs to be restarted regularly, that's normal). Imagine being expected to call toll numbers for help, or standing in hour-long lines at the dealer for service. NOBODY would even consider buying such a pathetic POS and the market would kill them. Yet with the same user experience, the Windows PC manages to dominate.

It just makes you wonder how bad things will get before the masses finally have enough.

-sip

Sep 27, 04 - 08:50 pm Comment from: amyhre

The Windows marketshare is the way it is for simple financial reasons. 1. It's really a cheap POS. 2. For some reason early on, it became a popular operating system, more popular than the MacOS. Popular operating systems attract the developers. Developers attract users who think that if a platform has more developers, thus more titles, it is a better operating system. Have you seen some of the shitty software on PC's? Certainly there is some on Mac as well, granted. But take the number of available titles, subtract all the shit from previous versions of each operating system and all the stuff that's just plain shit. Then take the application the users actually will be using and compare them. You'll probably find that the numbers aren't that different, meaning marketshare is a moot point.

My new argument is going to have to be this: Someone walks up to me complaining about their P.o.C. They ask if I can relate. I say, "Hell no. I use a Mac, motherfreaker!" Or something along those lines. It's funny that people think of Macs as being only to look at and not get anything done. All the people I know tend to flaunt the games aspect, leading me to believe all PC users do is play games, a.k.a. not being productive. Add to that the viruses, spam, adware, pop-ups, and all the rest and productivity really drops. I think PCs should have instructions on the box that read something like this: "For optimal user experience, leave in the box. If you must take it out, never turn it on or jack in to the Internet, you will get a virus and your data will be corrupted." Just my 2 yen.

Sep 27, 04 - 09:51 pm Comment from: MacJack

Gollo, the stock is a little overvalued right now, so it could still be a significant market share gain if $40 is an accurate price.

Me, I'd be happy with 5%, as long as it was stable or trending upwards slowly, rather than 2% and going down!

Sep 28, 04 - 12:48 am Comment from: david vesey

Joe McConnell sez:
"Just explain why it is 2.5% please, and likely to stay that way, despite all the old anecdotal and theoretical arguments a devoted community can dredge up."

Ummmm it's not 2.5%. Actually somewhere between 7-10%. Heck, when that college (which one? forgot) wanted to cram napster to the incoming student body, they soon found out that 7% of incoming freshman use Macs.

If it was only 2.5% who was buying all those songs from iTunes (far in excess of what was being sold on Pee-Sea sites) before the appearance of the PC iPod?

You, and a lot of other people have this "one Pee-Sea, one customer" approach to the so-called 'marketshare'. The real measure is installed base. And Macintosh have a much bigger share than 2.5%.

Why? Because as has been pointed out many times, Pee-Seas are sold in great quantities to businesses, Govt offices, etc. Which is fine. But it doesn't mean much when you are talking about selling digital music downloads, or certain types of hardware or software.

Counting Pee-Seas in business offices to determine consumer computer preference is like counting the people in the town's cemetery in order to estimate the population.

dv



Sep 28, 04 - 04:48 am Comment from: gagravaar

Don't get me wrong, I'm an avid Mac-user and hate that other company, but I'd like to know just how many extra computers Apple would have to sell to let's say, increase overall worldwide market share by .5%.

With Apple having to compete with all the other computer makers, selling cheap PC's that sit in basements as servers, as back-up for when others break down, plus all the PC's that are used as tills, Apple would have to sell A LOT of computers to affect it's overall market share, and keep this up EVERY quarter.

Of course nobody ever breaks the market share numbers down into markets that Apple actually competes in, do they? They just lump together 'computers' which means all types, not just desktop.

That's like when talking about car market share numbers, putting the 2 seater sports car makers, in with the 4 door family car makers, and then saying that the sports car makers are dying because of their overall market share of the 'car' market.

I'd just like to see these market share numbers broken down, taking out all the computers that Apple doesn't even sell a model of, (such as tills).

Also counter in the fact that, at least in the company I work for, they have a couple of dozen PC's sat unused for when an in-use PC breaks down so that they can swap them over quickly. I've never seen that behaviour at a design agency or reprographics house, because Mac's just work.

Sep 28, 04 - 05:48 am Comment from: Actually

"That's like when talking about car market share numbers, putting the 2 seater sports car makers, in with the 4 door family car makers, and then saying that the sports car makers are dying because of their overall market share of the 'car' market"

Actually it would be comparing the 2-seater coup with everything 4-wheeled, including trucks and golf cars.

Apple sells to people. It should go essentially from close to 1 million machines per Quarter to not less than the double to see its market share increase noticeably.

Market share is the % of unit sales per quarter. The way it is used in predicting Apple health is as if suddenly there were no poors in the US because - after all - during Thanksgiving they sell so many turkeys to have each family in the US have at least 2. Hence whoever says to be so poor not to have turkey for Thanksgiving is a damned liar: market sales shows each have 2 at least during the holidays.

Sep 28, 04 - 05:49 am Comment from: Seahawk

Joe: "Just explain why it is 2.5% please, and likely to stay that way, despite all the old anecdotal and theoretical arguments a devoted community can dredge up."

Ah c'mon Joe. You cannot be THAT stupid, can you?

Sep 29, 04 - 06:09 am Comment from: Perfusionista

I am so over the whole "market-share" thing. When I look at Apple I try to think of BMW or Porsche, whose market share is much smaller than Apple's. They're niche players: they only make mid-to-high-end cars and bikes, they don't make buses or trucks or lawnmowers. Yet all of their products are regarded as being the pinnacle of the automaker's craft, and everybody wants one, especially if they can't afford one. As long as Apple can sell x million units for x billion dollars and remain financially strong, it doesn't matter what their share of the market is. It only matters when people try to use the market share to suggest that Apple is irrelevant and unviable.

Sep 30, 04 - 10:03 am Comment from: effwerd

come on, children. you know marketshare is important. why do you think you argue so adamantly against it. just because you don't think it should be important doesn't make it so.

and insulting PC users? calling them cockroaches? what are you guys, poster children rejects for the switchers campaign?

but joe, apple does have servers/raids of great value but they haven't made much headway. if you don't think this has more to do with perception than fact (combined with milquetoast efforts by apple), then you're just not paying attention. what, do you somehow think the world is run by logic? oh, and i love listening to the VARs talk about them: "yeah, we got the x-serve. no one buys them though. they're not worth it. i can build a pc server that's ten times more powerful. blah, blah, blah."

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