

Concerns about overvaluation, succession are top on investors' list





Henry Blodget at Business Insider writes:







His sentiments are echoed by Horace Dediu at Asymco.

Comments     Threshold


RE: Fluctuations
By vision33r on 6/21/2011 2:13:54 PM , Rating: 2
Ditto, these are typical the articles that bring out all the Anti-Apple people. Apple's business is actually "expanding" and it isn't just the iPad. While we like to think that PC is 80% of all marketshare, the Mac with just a 8.6% marketshare has an absurdly 20%+ profit margin vs the single digit profit margins made by Dell and HP.

Sure, Dell and HP shipped more PCs but they barely turned out much of a profit as opposed to Apple just raking in huge profits from selling less.

RE: Fluctuations
By superstition on 6/21/11, Rating: 0
RE: Fluctuations
By MindParadox on 6/21/2011 4:52:16 PM , Rating: 2

yeah, but you cant say thats from the entire market of the PC world, as people like me(and there are ALOT of us) don't buy from any company. I build my own computers, buying the parts individually, which is something you can NOT say for apple. It is also why I can honestly say that apple computers are INSANELY overpriced, even more so now that they use Intel processors and fairly standardish(i say that because its all gotta be apple certified or have an included EFI layer to run with it) hardware(Nvidia/ATI and such)

so you really can't compare the profits of two companies out of probably 50 or so who make PCs, without somehow figuring OUT of the percentage of PCs in the world, the huge amount of people who build their own PCS.

however, since Apple has only one distribution channel, it is VERY easy to track profit margins there(which you yourself even said is "Absurdly 20%+ profit margin"

honestly, the analogy of Apple to Dell/HP is similar to saying something like, Porche makes more because Auto zone has less profits :) The whole thing just doesn't work in reality :P

