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Apple's share price dropped Friday, just a day after the computer maker disclosed that its expected iMac refresh has been delayed until September. Many industry watchers had predicted that Apple would unveil a redesigned version of the company's consumer-level PC with the G5 processor, now used in its high-end Power Mac G5 and Xserve G5, at Apple's annual Worldwide Developers Conference this past week. Instead, Apple posted a note on its Apple Store iMac Web page that apologized for any inconvenience to its customers. By midday trading Friday, Apple's share price had dropped to US$30.87, a drop of nearly 5 percent from Thursday's closing price of $32.30.
Even "the Microsoft guy" for Jupiter research has a better handle on reality than Enderle. It amazes me how guys like Enderle are able to mantain a career.
Re: Apple Pulls iMac as Shares Tumble
Posted by: MiddleEarth 2004-07-03 12:32:08 In reply to: Robyn Weisman
Wilcox has it right. The iMac is not an education product, it's consumer launch date of September is ideal for the holiday season.
Apple could have presented it with shipping in a couple of months as they often do, they have just announced without presenting.
The news from Apple prompted profit taking whch is far from surprising given the recent price increase. Apple's share price rose during Friday after the overnight low, high volume just before the close suggests a big rise when the markets open on Tuesday. Aftermarket they rose more.
http://finance.yahoo.com/q/bc?s=AAPL&t=1d&l=on&z=m&q=l&c=scox,^IXIC
Enderle should have pointed out that the market overreacted overnight when the price fell and that eMacs and iBooks are by far the largest Apple sellers in the education market and are in good supply.
Enderle is a fan of The SCO Group, their shares dropped even more than Apple's on Friday.
Apple's mea culpa is tongue in cheek and a different marketing/presentation approach. Apple is notorious for being unable to match supply and demand when launching new products, this is not Apple's fault rather it is indicative of their position of innovator and first to market with new concepts, and the punishment the market doles out should a new product be overstocked at launch.
Apple could have presented it with shipping in a couple of months as they often do, they have just announced without presenting.
The news from Apple prompted profit taking whch is far from surprising given the recent price increase. Apple's share price rose during Friday after the overnight low, high volume just before the close suggests a big rise when the markets open on Tuesday. Aftermarket they rose more.
http://finance.yahoo.com/q/bc?s=AAPL&t=1d&l=on&z=m&q=l&c=scox,^IXIC
Enderle should have pointed out that the market overreacted overnight when the price fell and that eMacs and iBooks are by far the largest Apple sellers in the education market and are in good supply.
Enderle is a fan of The SCO Group, their shares dropped even more than Apple's on Friday.
Apple's mea culpa is tongue in cheek and a different marketing/presentation approach. Apple is notorious for being unable to match supply and demand when launching new products, this is not Apple's fault rather it is indicative of their position of innovator and first to market with new concepts, and the punishment the market doles out should a new product be overstocked at launch.
Re: Apple Pulls iMac as Shares Tumble
Posted by: Philby 2004-07-02 22:56:31 In reply to: Robyn Weisman
"PC industry analyst Rob Enderle"? He's certainly a very believable and completely unbiased source… Microsoft Corp. is a client of the Enderle Group, the consulting firm headed by Rob Enderle.
http://www.groklaw.net/article.php?story=20040305174627767&query=Rob+Enderle
http://www.groklaw.net/article.php?story=20040305174627767&query=Rob+Enderle
Microsoft,
http://www.eweek.com/print_article/0,3048,a=110659,00.asp
IBM, AMD, HP, Dell, Toshiba:
http://www.enderlegroup.com/profile.htm
It's pretty clear where he's cast his lot -- and which side his bread's buttered on. "Objective analysis"? I don't think so.
http://www.eweek.com/print_article/0,3048,a=110659,00.asp
IBM, AMD, HP, Dell, Toshiba:
http://www.enderlegroup.com/profile.htm
It's pretty clear where he's cast his lot -- and which side his bread's buttered on. "Objective analysis"? I don't think so.
