AdamC

Apple: Three Battles Won, Nicely Positioned for the Fourth

MKW,

Can a cut of 1600 personnel from their retail division can have such an impact on gross margin so if they cut another 2000 will the gross margin go up by another 20%?

Get real, retail staff do not have that great an impact on gross margin especially when some of them are on a part time basis. The real impact will come from labour costs and components for their hardware and R&D and labour costs for their software.

In addition their cash hoard enable them to get their components at the best price.

Recession Takes a Bite Out of Mac Sales

Why don't you send him a note and ask him to publish the result of the survey with the figures given by Apple during their last conference call to prove the accuracy of the survey. You will have a hard time getting a reply from him.
I tried and he hasn't reply and didn't even post my request comment.

Netbook Sales: Cannibalizing Notebooks or Incremental?

Those companies offering netbooks are in denial that they wouldn't eat into the sales of their laptops. Netbooks is all they need when they are on the road and when they are in their offices or homes the desktops will come into play.
Whereas the Mac laptops are different they can function anywhere and they are as fast as the PC desktops. Although they cost 3x more than the netbooks, they can do 10x more and their resale value is fantastic.