Apple's MacBook: Opportunity or Distraction?

The following video is from this week's MarketFoolery podcast, in which host Chris Hill, along with Joe Tenebruso, Jason Moser, and Joe Magyer, discuss the latest business news. One of the big stories in the wake of Monday's Worldwide Developer Conference is Apple's upgrade of the MacBook. Despite its success, the MacBook represents only about 13% of Apple's revenue. In this segment, the guys debate whether the MacBook represents a growth opportunity or is merely a distraction from other product lines. Likewise, the guys discuss the threat the MacBook poses as Microsoft and Intel try to compete with the Ultrabook.

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Chris Hill owns shares of Microsoft. The Motley Fool owns shares of Intel, Apple, and Microsoft. Motley Fool newsletter services have recommended buying shares of Apple, Intel, and Microsoft and creating bull call spread positions in Apple and Microsoft. The Motley Fool has a disclosure policy. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days.


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  • Report this Comment On June 12, 2012, at 7:44 PM, applefan1 wrote:

    A distraction? WHAT? It is a redesign of the MBP. Mac sales are still rising and this laptop is the best 15 inch out there. They will sell a ton of these and if more Enterprises start buying more Apple, this will be the one they will start buying. Also, having the retina display and Apple's comments leads one to believe that Apple is moving towards retina displays and those start small iPhones, then iPads, and now laptops, etc.

  • Report this Comment On June 12, 2012, at 7:48 PM, applefan1 wrote:

    Microsoft might have problems with their OS since Apple is regularly updating BOTH their OSs whereas Microsoft updates about every 3 years. Apple is updating iOS every year (which is also putting hurt on both Microsoft and Android). Android can't even get people to switch to ICS since they STILL have less than 10%. BIG problem for both of these companies putting out the iDevices.

  • Report this Comment On June 12, 2012, at 9:12 PM, FreeRange1 wrote:

    Its quite funny to hear someone mention that the MacBook represents only 13% of revenue. That is a huge number when you look at total revenue. Apple also dominates the premium laptop market, not just in marketshare, but in profits! It is also a critical component of the total Apple ecosystem, not just a piece of hardware...

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