Phil Hoppes
Forum Replies Created
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[Brett Sherman] “What the new Mac Pro”
Oxymoron
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Sorry but they are telling you something. You just don’t like the message so you are not hearing it. To me it is a 150dB Klaxon…..
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[Erik Lundberg] ” When they do announce a new line”
… will be the day that pigs fly into your office
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It’s dead. They are going to let the market justify what they want to do already. From these actions the best you can assume is they have some larger clients who have begged them to keep making them for just a little bit longer so they are going to go from 20k – 30k units/yr to 5k -10k by years end no doubt.
If you really really need one or want one, get it now because you won’t see it on the web page a year from now if it even takes that long.
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No duh….
Ah, but congress will have a special session as you can’t pull the life support plug even if there is no brain function left in the patient. That will only cost us all another 50million 😉
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Yea…. ok I was wrong…. they did not kill it. They put an IV into the same box but I think there is a hole in the bag and they are just going to let it drip all over the floor until it is officially pronounced dead.
Done debating this one. The patient is dead…. it just doesn’t know it yet.
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Well, it’s out. ……… and all I believe they added is a 3.2Ghz Quad Core server.
Seriously…… you must be kidding. Same box. Same everything I believe. Someone closer to this please fill me in but I believe ALL they did was add a server configuration.
If you put your horse in front of this cart, you deserve what you get.
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[Richard Herd] ” I believe that’s a lot of money. I believe apple believes that is a lot of money. I believe apple believes closing their pro editing market diminishes their brand.”
It is not that it is not a lot of money. It is nothing to Apple’s major revenue product lines. I’ve worked for companies that dropped significantly larger percentages of their annual revenue for a multitude of reasons. All Apple has to do is increase their iPad revenue by 1% (June 2011 annual revenue of 16B for iPads) and they would make that 150M up in a heartbeat. The revenue slope of workstations in general is flat to moderately increasing. The revenue slope of iPads and iPhones is going through the roof. As a prudent business manager you invest in growing markets not declining ones. Apple is investing in the Pro market to… with high end iMacs. It is simply their view of the high end they want to invest in is not the view you want them to invest.
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You need a loss leader when you have a very broad product line and you are trying to entice customers in to see all you have to offer. Apple has to have the largest revenue based on the fewest products bar none. They have no need for a loss leader.
Brand Recognition in this case is also bogus. They have 10s if not 100s of millions of customers for iProducts. They don’t need product recognition for 20k customers a year
IRR is interesting but again not for what amount to mouse nuts worth of revenue
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MacPro’s represent a laughable insignificant portion of Apple’s revenue. Giving it way more than it deserves it can’t be more than 20k to 30k units a year. Assume an ASP of 5K which again is far too much on the high side an you get 100M – 150M. The last FY reports put Apple’s annual revenue at 109B dollars. That is a whopping 0.14% of annual revenue. Apple’s revenue is continuing to go up and MacPro revenue is going down so you have a product line that represents 0.14% of your annual revenue and it is rapidly approaching negative zero.
Do you really have to ask WHY Apple would want to keep this product line around? Come on really?