Julian Ivan-Alexander

Why Apple's Mac ASPs Are Likely To Climb - At Lenovo's And Dell's Expense

You'll also find Mac ASPs rising because with the launch of Adobe CS3, hundreds of thousands of extra Mac Pros are going to be sold in Q3 and Q4. These sell at between $2000-6000 ech depending on the configuration, so Mac ASPs - averaging around $1500 now - are going to rocket upwards.

The Decline of the PC: Computers No Longer a Growth Industry

William, nice contrarian thinking :) .. but I'm not sure there are truly that many Vista bulls around though - just a few very vocal ones. I don't see Vista driving growth. Sales, perhaps, but not any real out-of-the-ordinary growth. I see Mac sales a chief beneficiary of the Vista upgrade cycle, because with the change of environment from XP to Vista and with Macs running OSX, Vista, and XP, many buyers wanting to upgrade their PC will just go Mac instead, knowing they can run the best of all three OSs on the one machine. This will be even more true once OS X Leopard is out in a few months and Apple step up Mac advertising.

The Decline of the PC: Computers No Longer a Growth Industry

William, sorry; I was being dry with my remarks. Of course the PC industry isn't a growth industry any more. Apple is a growth company, however. There's isn't another mega-cap like Apple: executing to perfection, growing earnings 30-40% YoY, innovating, and trouncing the competition.

Vista won't be a big growth driver IMO. There's just no buzz about it. It will drive sales, but not to the degree many are hoping.

The Decline of the PC: Computers No Longer a Growth Industry

"What is clear, though, is that PCs are no longer a growth industry" - unless you're Apple, in which case your "PC" sales are still growing by about 30%. Sounds like a "growth industry" to me.