Here's ZDNET's take:
http://www.zdnet.com/apples-q1-confi...27/?s_cid=e539
Quote:
You can quibble over estimates and expectations, but Apple reported first quarter earnings of $13.1 billion on revenue of $54.5 billion. That's a damn good year for most companies and basically half of HP's annual revenue in three months. But Apple only sees second quarter sales of $41 billion and $43 billion. Wouldn't be great if we all had such problems?
In the first quarter, Apple moved 4.06 million Mac units, down from 4.9 million in the fourth quarter and 5.2 million a year ago. Year over year, Mac revenue was down 16 percent.
On the other side of the equation, Apple delivered 22.86 million iPad units, up 48 percent from the first quarter a year ago.
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1.2 million less Macs. Not much else needs to be pondered.
If something is to cannibalize your product's sales, it is best that it be your product and not somebody else's.