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Apple executives speak: On toaster-fridges, financial guidance, and lawsuits

Macworld staff | April 25, 2012
Here are some highlights of what Cook and Oppenheimer had to say to analysts during Tuesday's conference call.

But I'd also point out that the new iPad was supply constrained last quarter for the full three weeks or so that it was shipping and is actually still constrained, and so the mix of the new iPad to the iPad 2, we're not certain of what that is yet. But we are certain with what we've seen so far, that the absolute sales of iPad 2, at least in the early going is very exciting.

On the iPhone, we continue to be very happy with the move that we made in pricing just a few months ago on the iPhone 3GS and the iPhone 4, and both of them contributed to our ability to achieve 35 million in sales which is our second highest quarter of all time.

Mac growth slowdowns

Cook: As you said, we did outgrow the market max rate about seven percent, where the market grew about two, and so this is the 24th straight quarter that we've outgrown the market and so we're extremely pleased with that. Compared to last year is largely affected by the fact that we changed the bulk of our portable line--the MacBook Pros in the February timeframe of 2011--and so it's a very tough compare, specifically the portables last year were up 53 percent year-on-year, and obviously that compare was very difficult.

If you look at it sequentially, you also have to factor in that we had fourteen weeks in the December quarter, so the 26 percent year-over-year growth in the December quarter is probably more like 17 percent when you factor out that 14th week. And so, yes, I think there was some cannibalization from iPad, and the market is slow, but the much much larger factor, and in fact it might be the vast majority of the difference, is compared to a year ago.

On the future of tablets, PCs, and hybrid devices

Cook: I think anything can be forced to converge, but the problem is that products are about tradeoffs, and you begin to make tradeoffs to the point where what you have left at the end of the day doesn't please anyone. You can converge a toaster and a refrigerator but y'know, those things are probably not going to be pleasing to the user.

Our view is that the tablet market is huge. And we've said that since day one, we didn't wait until we had a lot of results. We were using them [at Apple], and it was already clear to us that there was so much you could do, and that the reasons that people would use these would be so broad.

And that's precisely what we've seen, the iPad has taken off not only in consumer in a meaningful way, but in education, and in enterprise, and it's sort of everywhere you look now.


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