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From the Blogosphere
A Look at Apple's iPod Business
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Apple Inc, (nasd:AAPL)- This article focuses on Apple’s iPod business. The iPod has contributed significantly to Apple’s growth the past several years. However, iPod unit growth has been slowing, as nothing can grow forever. Apple has made some modifications to its iPod line which should help boost iPod demand. Apple announces Q2 results April 23rd, and unit sales growth as well as iPod ASP will be areas of focus.
Deceleration of iPod's sales growth is pointing to a market approaching saturation. Considering Apple has sold more than 140 million iPods, it’s not inconceivable t< />< />< />< />< />< /><>< />< />< />< />< />< />< />< />< />< /><>< />< />< />< /><>< />< /><>< />< />< /><>< />< />< />< />< />< /><>< />< /><>< />< />< /><>< />< /><><><>< />< />< />< />< />< />< />< /><><>< />< />< />< />< />< /><><>< />< />< />< />< />< />< />< />< />< />< />< />< /><>< /><>< />< />< />< />< />< />< /><>< /><>< />< />< />< />< />< />< />< />< />< /><>< />< />< />< />< /><>< /><><>< /><>< /><>< /><>< /><>< /><>< /><>< /><>< />< />< />< />< />< />< />...
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Beliefs, Perceptions and Reality-Semiconductor Capital Equipment
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Growth has a seductive charm. There is a widespread belief that momentum drives growth and that a succession of knocking down challenges and consequent victories is what characterizes a successful business. But sustained growth is seldom straightforward. Sustained growth frequently occurs as a result of changing course, breaking rules, and changing the rules of the game. I think some of the rules have changed for the semiconductor capital equipment companies.
Years ago, within the semiconductor industry, there was a strategy that merging companies would result in a reduction in the historic ...
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Beliefs, Perceptions and Reality-Semiconductor Capital Equipment
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Growth has a seductive charm. There is a widespread belief that momentum drives growth and that a succession of knocking down challenges and consequent victories is what characterizes a successful business. But sustained growth is seldom straightforward. Sustained growth frequently occurs as a result of changing course, breaking rules, and changing the rules of the game. I think some of the rules have changed for the semiconductor capital equipment companies.
Years ago, within the semiconductor industry, there was a strategy that merging companies would result in a reduction in the historic ...
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Analyzing Apple's iPod Business
Apple Inc. (nasd:AAPL)<><>- Slowing iPod sales growth has been one of the chief concerns among AAPL investors because the iPod has historically been a major contributor to Apple’s overall revenue growth. The concern stems from the belief that the PMP market is becoming saturated. With 175 million iPod units sold, finding new customers is becoming more difficult. However, the iPod is becoming less of a revenue contributor, hence Apple is less dependent on the iPod for its sales growth. Andy Zaky, a highly accurate AAPL analyst addressed the iPod’s shrinking importance with regards ...
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A Look at Apple's iPod Business
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Apple Inc, (nasd:AAPL)- This article focuses on Apple’s iPod business. The iPod has contributed significantly to Apple’s growth the past several years. However, iPod unit growth has been slowing, as nothing can grow forever. Apple has made some modifications to its iPod line which should help boost iPod demand. Apple announces Q2 results April 23rd, and unit sales growth as well as iPod ASP will be areas of focus.
Deceleration of iPod's sales growth is pointing to a market approaching saturation. Considering Apple has sold more than 140 million iPods, it’s not inconceivable t< />< />< />< />< />< /><>< />< />< />< />< />< />< />< />< />< /><>< />< />< />< /><>< />< /><>< />< />< /><>< />< />< />< />< />< /><>< />< /><>< />< />< /><>< />< /><><><>< />< />< />< />< />< />< />< /><><>< />< />< />< />< />< /><><>< />< />< />< />< />< />< />< />< />< />< />< />< /><>< /><>< />< />< />< />< />< />< /><>< /><>< />< />< />< />< />< />< />< />< />< /><>< />< />< />< />< />...
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