m Pacific Crest Securities says Apple computer unit sales are up 101 percent year over year, with revenue up 108 percent. This is the halo effect from buzz about the iPhone, following the iPod, both of which are raising brand awareness for virtually every product in the Apple family. Apple's PC market share also appears to have nudged up two points over the last six months, says Net Applications. Goldman Sachs predicts that iPod sales could approach 11 to 12 million units in the first calendar quarter of 2007. Morgan Stanley says iPhone interest is actually larger than what the market currently anticipates.
So it appears Apple's brand awareness and buzz is driving iPod and Macintosh sales now, and prepping the market for the iPhone which won't be widely available until later in the year.
In fact, iPod sales will pass 100 million units world-wide in April 2007. Magic.
Monday, March 5, 2007
Apple's Halo is Glowing
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Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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