Listen, people rant and speculate about the workings of Cupertino until their blue. When all is said and done, none of that matters without Apple having a healthy balance sheet. Today, Apple announced some very interesting numbers in their Q3 report.
Macs are the highest selling computer on the market in Q3. Period. They sold 12% more than last year. 12% doesn’t mean anything until you know what 12% means in a real number. So Q3-2005 Apple shipped 1,182,000 Macs. Last year, Q3 marked the highest recorded earnings in Apple history. So while 12% isn’t a big number, put in perspective over a year it is (That’s 145k more systems). Oh, and this is the second highest quarter bested only by the previous year. My suspicion is that we’ll revisit this writing in a year and see what effects 10.5 has, Pro apps and more Universalness, and a complete Intel lineup.
And yada yada yada about the iPod and the Stores. We know they are doing good. The trifecta is the Mac, but if you’re still interested in the rest there are several news reports abound. If you’re a serious investor, I wouldn’t rely on them. Get the real filing here.
So to the people at Apple, good job. Keep the ESPP going, and for you non-stock-owning-apple-fans carpe diem!