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Analysts analyse Apple


MacMinute noted today that Yahoo News had a good article on analyst reactions to the Mac mini and iPod shuffle. Things are looking pretty good for Apple right now - their stock also took a 12% jump overnight after the earnings report yesterday. Like probably everyone else who read about the Mac mini, I considered buying some (or at least urging my wealthier friends to do so), but you know what they say about hindsight ... :cry:


Not everyone loves it though. Frank Steele over at Nicest of the Damned had a positive write-up today, but also maintained enough perspective to include links to some of the nay-sayers. Most of them were knee-jerk Mac-bashing, but a guy named Bill Palmer has some one fair criticisms, concerning Apple Stores and the non-existence of a low-end Apple monitor (Apple's lowest priced monitor is the 20" Cinema Display costing US$999).


Posted on 13 January 2005, to Apple | News

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Comments

Thanks for the link love. I disagree about the validity of Bill Palmer's points. That Apple doesn't manufacture a cheap display doesn't mean Apple can't sell one: There's a whole page of displays, starting at $189, on the online Apple store, and nothing stops them from selling those in the retail stores, as well.

Palmer says the typical switcher candidate's "aging piece of junk 15 inch CRT monitor is just about to die": As far as I can tell, those things just don't die. My parents are using a 5+ year old VGA monitor with their 3rd consecutive PC, while the last standalone CRT in my house has been on 7 x 24 (sleeping through Energy Star, of course) for more than 5 years (it's a Sony 17").

Maybe history will show Bill Palmer is right (it's never happened yet, so far as I can tell), but I can tell you that Apple has sold a lot of product in the last 48 hours: My Mac mini is shipping in 3-4 weeks, where on Tuesday, it would have been delivered by Jan. 22nd. A friend in Colorado went to get an iPod shuffle Tuesday night, and got wait-listed. My creative director has already dropped $200+ on a shuffle, iLife and iWork. Perhaps once the fawning fan-boys get their stuff, demand will dry up, but I doubt it.

Net net on Bill Palmer: He's got cognitive dissonance, big time, and he admits it: "Did I make a mistake? Absolutely. I made the mistake of believing that Apple would never do something as groundbreakingly stupid as what it did today."

by: Frank Steele at January 13, 2005 8:47 PM

Thanks for the comments!

To clarify, the only point I agreed with was the problem of people who go into a physical Apple Store to buy a Mac mini but find only high-end Apple monitors. I mistakenly used a plural but have corrected it now. I found the rest of his rant to be full of flawed logic and inexplicable vitriol :D

by: thoughton at January 13, 2005 10:34 PM

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