Conspiracies
28-Dec-94 02:22:40
Sb: #179903-Conspiracies
Fm: Andrew Carol 71350,3646
To: J Saperstein/FontBank 75300,632
> And you can buy a Pentium 90 system with a larger drive (but no bundled
software) for $1,625.
A Pentium 90 for under $2,000? that must be a sight. Only recently
has the 66Mhz gone under $2,000! (resonable national brand)
What vender please. Which ad? Even Gateway 2000 costs much more than
that, and they are a mid level brand.
It is very unfair to compare the cheapest put together import clone
with a name brand. Everyone agrees you get what you pay for. I've
even seen reports in the PC mags showing that a very good 486/66 from
IBM can outperform the poorest 60Mhz Pentium machines because they
are just junk.
> Their R&D expenses are also higher. Having 8 to 14% market share doesn't
> mean much if you can't turn a profit.
Last quarter Apple had the _highest_ margins in the industry, being slightly
ahead of Compaq. Other than Compaq, almost all clone venders live on a tiny
percent. Apple made 25% profit per dollar sold. About 1% higher than Compaq.
>Finally, Apple's sales are not increasing each quarter: they've been up and
down
> like a yo-yo in recent years, although the last two quarters have been up.
Looked okay to me! (I read the annual stock holders report just today)
> Not quite. Some models (such as the PowerBook 540c) are in chronically short
> supply, while others (the PowerMac 6100) sit in unsold stacks at their
warehouses.
Not true. The 6100 is the best selling model they have. It sells more than
any other single machine in there line. It outsells the other PPC machines
2:1.
> Apple has one of the worst records for consistently failing to match
production with demand.
Very true.
It scares me to think they might not survive exactly because of the
R&D comment you made. Packard Bell does "okay", but don't spend a
dime on improving the system. They buy commodidy parts and slap them
together. The only real R&D is IBM, Microsoft, Compaq, and Apple.
People have been predicting their death for a decade. Eventually they
might be right. I think it really bothers people to see a company
try a different approach and do a few billion dollars a year of
business while at it.