The bargain prices you get in the sub-1,000 PC category are exceptional. A new user is going to be much more easily swayed to the IBM world than they are to the Mac world.
More Quotes from Tim Bajarin:
The Shuffle has been a pretty big hit. There's a perception that a 1-gigabyte player is a bit small, and so Apple has to be looking at a higher-density flash-based player. But it's really hard to anticipate Apple's actions. They may be using all this flash memory for something else.Tim Bajarin
There's a lot of potential for it in the upper end of the consumer segment and even the broader consumer market. For this to get the most attention, they've got to get it to a price point of under 500.
Tim Bajarin
From the technology side, we look at broadband as an important driver for next-generation processors, memory, servers, screen technology -- basically everything.
Tim Bajarin
If you had really good content that was done well and could be seen well on a small screen, you could find a legitimate audience. The issue continues to be more of one that is struggling to figure out exactly what people will want, and what they will pay for it.
Tim Bajarin
Apple is on more people's radar now that the company is a major force. And these are all growing pains.
Tim Bajarin
The fact that they have a loss is not good. It's not as bad as in the past, but it continues to be a concern.
Tim Bajarin
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