[Ti] [OT?] Macworld keynote

[Mel Krewall]

As profitable as the iPod is, it still accounts for less than half  
Apple's gross sales. If the iPhone is a huge hit, perhaps that will  
no longer be true, but computer hardware still accounts for a huge  
portion of Apple's sales and profit. It would be very difficult to  
replace and if Apple sold off the hardware business, what would  
become of OS X? Why would any company (especially IBM, who just got  
out of the desktop/laptop Intel hardware business) want a premium  
price (relatively) Intel box business? Steve Jobs once said that  
Apple computers are great "because we make the whole widget." If that  
were no longer true, I would probably no longer be interested in  
them, and I suspect many others would have the same reaction.

As a stockholder, I like the idea that Apple continues to create  
compelling products that drive more sales to their core line (iPod  
halo effect, anyone?). I don't think they will be in a rush to get  
out of the computer business that is right now growing faster than in  
almost any time in the history of the company.
Just my $.02,
Mel

"Golf can best be defined as an endless series of tragedies obscured  
by the occasional miracle."
~ Anonymous


On Jan 9, 2007, at 9:46 PM, John Griffin wrote:

> Interesting that no computer products were shown. Just as  
> interesting is that Apple is changing its name from Apple Computer  
> to Apple Inc.
>
> Does anyone else see a trend here?
>
> I gaze into my crystal ball and I see Apple getting right out of  
> the computer business, selling off the whole division and becoming  
> a media company period. After all, it hasn't really been the most  
> profitable part of the business for quite awhile. Perhaps Dell or  
> HP might be interested...or IBM?
>
> jg

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