rd4sndk

Apple to Experience Market Share Madness

Good article. The first I've experienced about apple that paints a picture that is overwhelmingly attractive. However, Apple longs have long since understood all your major points. However, you failed to mention the other two major markets-- software and services. Software contribution to Apples earnings will grow exponentially as Apples OS competes with Windows and linux. Just a 20% share of Windows OS business will add another $150/share not to mention Apples in negotiation to buy Windows office suite for Apple. On top of that, as the Mac becomes more palletable to IT managers, software sells will rise even faster. On top of that, a hold host of software tools will be sold for iphone, ipod and macbook apps.

The second mark is services. Apple will build this as a brand which will have lower margins but contribute a boat load to the revenue side.

In my view, Apple is moving from a 3 legged chair to a 6 legged couch.