Michael Brisky

Recession Rule #1: Cash Is King

Although the common trend is "trading up" as technology gets better and cheaper, I'm concerned about the next year or two. I agree Apple has very loyal customers, but I'm wondering about the person on the fence that wanted to "upgrade" to a Mac. Will they justify $1000+ vs half that?

Mac sales did decline 1% last month, but I'd have to see it a little longer before I'd consider it a trend.


On Jan 11 06:28 PM Roger Knights wrote:

> "Nokia’s goal of increasing its market share in 2009 may also be
> assisted by the trend of consumers “trading down” to cheaper mobiles.
>
>
> "This is exactly what I've been talking about. Apple (seekingalpha.com/symbo...)
> to PC, Blackberry (seekingalpha.com/symbo...) to Nokia,
> Macy's (seekingalpha.com/symbo...) to Wal-Mart (seekingalpha.com/symbo...)...
> Not by choice, but necessity."
>
> The actual trend is for basic cell phone consumers to trade up to
> smartphones, and for PC users to trade up to Macs. It's legendary
> that Mac users are loyal to their platform. ("Once you bite, you're
> bitten," is the way I put it.) "Switchers" come from the PC side.
> Macs' share of the microcomputer market has been growing steadily,
> as has been widely reported.