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apple20.blogs.fortune.cnn.com - 10/13/2008

What the MacBook means to Apple

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Steve Jobs likes to talk about Apple’s business model as a stool that rests on three legs: the Mac, the iPod and the iPhone. But the iPhone leg is still pretty short, thanks in part to deferred revenues. And while the iPod’s sales are still growing, its share of the ...

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MacDailyNews:  Why MacBooks mean so much to Apple

L.A. Times Tech Blog:  Apple shares: The biggest one-day boost since 1999

The Unofficial Apple Weblog (TUAW):  MacBook pricing and part numbers?

Ars Technica - Infinite Loop:  Report: Why the spotlight is on Apple's notebooks

Daring Fireball:  ★ Today’s Claim Chowder

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Why MacBooks mean so much to Apple
MacDailyNews — ... "All told, the MacBook share of Apple’s total revenue has grown from 22% (55% of 40%) in 2006 to nearly 29% in 2008." Elmer-Dewitt reports, "Apple may have only 8.4% of the domestic computer market, but it sells nearly one of three high-end notebook machines. What would happen if, as widely rumored, Apple comes out Tuesday with a MacBook that sells for less than $900? Or, as some reports have it, less than $800? Only good things..." Full article, with nice clear pie charts, here . [Thanks to MacDailyNews Reader "Martin" for the heads up.] ...

Apple shares: The biggest one-day boost since 1999
L.A. Times Tech Blog — ... A dramatic price cut would eat into profit, of course. But that would be made up by the increase in the number of Apple buyers. A $800 price tag on a laptop could translate into revenue increasing as much as 69%, said Sacconaghi, as relayed by Fortune. ...

MacBook pricing and part numbers?
The Unofficial Apple Weblog (TUAW) — ... , a Fortune / CNN analysis today noted that an $899 price point could expand Apple's notebook market by 50% in terms of revenue. ...

Report: Why the spotlight is on Apple's notebooks
Ars Technica - Infinite Loop — ... in Q2 2008 from 6.6 percent to 10.4 percent. It's growth like this that prompted Apple 2.0 's Philip Elmer-DeWitt to take a closer look at where the MacBook stands among Apple's core products. As it turns out, the iPod's share of Apple's revenue pie actually shrunk a little between 2006 and 2008, from 42 percent to 29 percent. While the iPhone picked up an estimated 5 percent of that pie, the Mac grew from 40 to 47 percent during that same time. The majority of that growth, however, is coming from Apple's portables, not desktops. While MacBooks account for 55 percent (of ...

★ Today’s Claim Chowder
Daring Fireball — ... Bonus jackass points to Sanford Bernstein financial analyst Toni Sacconaghi, who took Riley’s unsourced rumor and published a detailed spreadsheet full of fantasy numbers proving that an $800 Apple laptop would fill the sky with rainbows from coast to coast. ...

Apple Did Not Enter the Low-End Notebooks Market. So What?
Profy — ... It is definitely worth mentioning here that Macs (both desktops and notebooks) play the vital role as a revenue source for Apple as they represent the largest portion of all the sales the company makes - estimated 47% this year. And this reliance on notebooks makes every decision in this field extremely important - hence all the pricing rumors and speculations. ...