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Apple (AAPL +0.1%) roundup: 1) Disney CEO/Apple board member Bob Iger bought $1M worth of Apple...

Apple (AAPL +0.1%) roundup: 1) Disney CEO/Apple board member Bob Iger bought $1M worth of Apple shares on Monday. 2) Apple has responded to Samsung's request for a copy of its patent deal with HTC by offering a redacted version that doesn't include the royalty rate. Samsung, needless to say, isn't satisfied. 3) While U.S. PC sales dived in Q3, Mac sales to U.S. businesses rose 49% Y/Y, claims Needham. That allowed Macs to claim a 9.3% unit share and 17.4% revenue share of the segment, well above prior quarters. (Forrester)
Comments (11)
  • TomasViewPoint
    , contributor
    Comments (4845) | Send Message
     
    I predict Apple's unit share goes to 20% and I don't feel that I am taking a big chance in saying it.
    21 Nov 2012, 05:06 PM Reply Like
  • D_Virginia
    , contributor
    Comments (2280) | Send Message
     
    Goes to 20% by when?

     

    If you mean to imply that Mac unit share will go to 20% in roughly a year, then I'll definitely take that bet, 'cause it ain't gonna happen. :-)

     

    Five years, maybe.

     

    Ten years, definitely, barring any major screw-ups.
    21 Nov 2012, 05:20 PM Reply Like
  • TomasViewPoint
    , contributor
    Comments (4845) | Send Message
     
    5 years max. 3 years minimum.
    21 Nov 2012, 05:32 PM Reply Like
  • what do I know
    , contributor
    Comments (1049) | Send Message
     
    This request from Samsung to Apple does this mean that Samsung is going for a peace with Apple and probably just want to study the "royalty" it is going to offer to Apple?
    21 Nov 2012, 05:32 PM Reply Like
  • pocohonta
    , contributor
    Comments (543) | Send Message
     
    Samsung has no intention to make peace with Apple and wanted the settlement terms and rates so that it can use it against Apple in its various law suits. Apple responded by not giving away trade secrets to its competitor but complied with court order. These two companies will cat-fight like teenag girls and will back stab each other every chance they got.
    22 Nov 2012, 12:38 AM Reply Like
  • hobart16
    , contributor
    Comments (283) | Send Message
     
    I have believed for some time that the enterprise space is one where Apple will be picking up market share. Of course, it is easy to have big % increases when you start out so small, but 47% increase y/y is very impressive considering the refresh is so recent. I know my firm will be picking up a couple of new iMacs on black friday. This is a small part of Apple profitability but I think a lot of people want their iphones (55% domestic share and going up) and work computers to work together without a lot of fuss. Definitely seeing more companies moving to Apple. Almost all college kids have apple products and as they move through will be comfortable with a switch at work. Those firms with big legacy PC investments are able to move out of the PC easier now, but old school IT departments will continue to try and protect their turf by continuing to tout the hodge podge of things they have cobbled together over the years. Business owners will eventually realize they can just plug in the Apples and go, fire the IT guys, and if something goes wrong go to an Apple store for a quick fix, and use the savings to buy that boat they always wanted.
    21 Nov 2012, 05:38 PM Reply Like
  • MajorDude
    , contributor
    Comments (252) | Send Message
     
    If you look at the Macbook Air it is already a kind of hybrid between a tablet and a notebook.

     

    Share of PC market will become increasingly irrelevant because PC/Smartphone/tablets are blending together - they share functionality and people will own multiple devices and access them through the cloud.

     

    The question will be which platform do you subscribe to: Apple, Android, Windows or ??? The platform that provides the best experience and value across multiple devices will win.

     

    As with the PC wars of the early 1980s, access to applications will be an important determiner of success - although the next generation of apps seem to be headed toward cheap and limited - who really needs all of the functionality built into Microsoft Word let alone the next "upgrade."

     

    Apple has an extraordinary head start in software development for this multi-device world in which you can run Safari, Keynote and other basic apps across multiple devices with a simple and consistent way of working.

     

    This is something Samsung is not going to be able to provide and probably not Google or Microsoft. Google's strength is search, period. Microsoft benefitted tremendously by having IBM sell-in and legitimize the MS-DOS platform that eventually became Windows. But Microsoft's applications - with the possible exception of Excel - are bloated and poorly designed. They've never handed integrated media well.

     

    The market share discussion by device type doesn't matter - what matters is the platform you're on. And also - who's on the platform. Meaning, the business market is richer if smaller in sheer numbers, more concerned about individual productivity and managing the costs of moving people between devices.
    21 Nov 2012, 05:45 PM Reply Like
  • berylrb
    , contributor
    Comments (2179) | Send Message
     
    @majordude, I had assumed that OfficeRT was equivalent to Apples iWork suite (Pages, Numbers, Mail, Keynote).

     

    Granted OfficeRT is new for the Surface RT eh?
    21 Nov 2012, 05:56 PM Reply Like
  • MajorDude
    , contributor
    Comments (252) | Send Message
     
    I am not familiar with Office for Surface - what I've read says there is poor compatibility between Windows for Surface and Windows 8.

     

    Critical for Apple are safari and keynote - presentation and content consumption - neither iPad or iPhone are very good for content creation. People do it - but it is inefficient - and thus not terribly important for writing or number crunching.
    22 Nov 2012, 08:52 AM Reply Like
  • berylrb
    , contributor
    Comments (2179) | Send Message
     
    I find it depends on what you want to accomplish! Ido a lot of hot spot coaching and event planning I use pages for quick agenda and minutes creation, and when I'm really being creative on the fly ill use penultimate. All on the iPad! Where keynote is very useful is w air display you can use your laptop as a second display and control the presentation w your iPad or vice versa.

     

    Why this is important for investors is because I am not an anomaly, there are many tech savvy enterprise/business folk like me that are using the iPad w Apple's Office product to be productive in the real world, I personally prefer hotspots, but the above works just as well in the office environment.

     

    With or without something like Office RT out of the box iPad is ready for WORK!
    22 Nov 2012, 11:21 AM Reply Like
  • MajorDude
    , contributor
    Comments (252) | Send Message
     
    Point taken. I do know people who carry around a bluetooth keyboard and use the ipad for composition. iPads are definitely in the workplace in a big way - the airports are full of them; the guys using them in first class are not counterculture by any means.
    23 Nov 2012, 09:07 AM Reply Like
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