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A Stalwart

I suspect much of the increase in sharecount is based on the increase in share price as more options are now "In The money"


Perhaps the lower revenue per unit is because the price of the iPod is dropping. Also take note that as prices fall, fewer accessories are included so sales of accessories (which probably have huge margins) might be growing some. Unit volume growth is probably helped by the lower price point too. Even though fewer accessories are included in the lower priced iPod mini for example, battery life doubled so it's not like the consumer is losing.

The Author

Thanks for your comment. Yes, I agree, price per mp3 player is falling- dramatically. Thats what I've been expecting.. and what I continue to expect. And yes I agree with you, the consumer is winning!




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  • The Stalwart is a blog written by Joseph Weisenthal, covering such topics as stocks, business, economics, politics, technology, gambling, chess, poker, economics, current events, music, math, Chinese food, science, randomness, kurtosis, sports, evolutionary fitness, and anything else of the author's choosing. The words contained herein are the author's own, not affiliated with any other firm or employer.