Monday, April 20, 2009


The red line is Apple.
The blue line is Intel.

The difference is the time scale.


Agent #777 said...

First to say that surprisingly I never bought Intel in 2000. However, nor did I buy Apple when I seriously considered it at under $20/share.

Lou Minatti said...

AAPL could lose their mojo. They are holding up surprisingly well during this severe recession. They need to show the markets that they can produce winning products without Jobs hovering over the project.

Rob Dawg said...

Apple has two aces it can pull at any time.
1. A $599 eeePC killer would transform the laptop market.

2. OS X on specific PC platforms at $149 with yucky Windows type registration restrictions.

Bill in NC said...

"A $599 eeePC killer..."


It's easy enough to load OS X on your choice of $300 netbooks right now (and keep XP as well)

And those netbooks let you use standard, cheap 2.5" SATA drives.

Apple's most portable laptop thus far (MacBook Air) restricts you to a 120GB (max size) slow (4200RPM) 1.8" hard drive or pay $500 more for the 1.8" 128GB SSD.

Keep in mind I've been using Macs since 1989.

Rob Dawg said...

I was using $599 based upon $349 for the cheapest decent laptop. If the new price point is $300 then Apple probably needs $499.

I've done it and you probable have as well but it takes a degree of skill. I think $200 for the real thing is an easily justified premium. You are correct about the stupid 4200rpm/120Gb drives. I do expect 256Gb SSDs to crash in price next year.