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<blockquote data-quote="trpnmonkey41" data-source="post: 86362" data-attributes="member: 279">Not sure if your sons understand the stock market but&quot;Here's better news. The long-hoped-for increase in computer sales finally materialized. The firm moved 26% more computers than last year. That's a major improvement, and it's vitally important. Those of you who read the 10K know that computers offer better margins. What's not so expressly stated is that CPUs are a much better vehicle for creating long-term Mac zealots than iPods alone. Big increases on this line not only help the bottom line, they also ensure a steadier stream of future revenues.By far, the best bits are in the margins: The gross improved nearly two points, reversing the three-year downward trend I discussed yesterday, and setting the stage for a much more profitable earnings machine. SG&amp;A dropped 3.5% as a portion of sales, helping net margins soar to 8.5%. That makes Apple more profitable than Dell (Nasdaq: DELL), for the time being. Absolutely amazing. Time for me to think different.&quot;<a href="http://www.fool.com/news/commentary/2005/commentary05011301.htm" target="_blank">http://www.fool.com/news/commentary/2005/commentary05011301.htm</a></blockquote>

[QUOTE="trpnmonkey41, post: 86362, member: 279"] Not sure if your sons understand the stock market but "Here's better news. The long-hoped-for increase in computer sales finally materialized. The firm moved 26% more computers than last year. That's a major improvement, and it's vitally important. Those of you who read the 10K know that computers offer better margins. What's not so expressly stated is that CPUs are a much better vehicle for creating long-term Mac zealots than iPods alone. Big increases on this line not only help the bottom line, they also ensure a steadier stream of future revenues. By far, the best bits are in the margins: The gross improved nearly two points, reversing the three-year downward trend I discussed yesterday, and setting the stage for a much more profitable earnings machine. SG&A dropped 3.5% as a portion of sales, helping net margins soar to 8.5%. That makes Apple more profitable than Dell (Nasdaq: DELL), for the time being. Absolutely amazing. Time for me to think different." [url]http://www.fool.com/news/commentary/2005/commentary05011301.htm[/url] [/QUOTE]

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