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Best take yet on all the idiocy surrounding the upcoming laptop refresh and all the fanboy hype about why Apple ought to be doing a netbook. I have a netbook and I’m still not convinced it’s a big enough market for Apple to address. It will, however, never be a market where Apple will compete on price – like I’ve always written, in laptops they aim for the 10% of folk that can yield 90% of the revenue (and not just over a single purchase). And I don’t buy into the $800 laptop being that “product transition” everyone’s been talking about, either – margins would be impacted, sure, but most people who peddle that rumor didn’t read the call transcripts or understand the context in which it was said. |
