Some notes from the Q1 financial results conference call:
- portables (iBook and PowerBook) accounted for almost half of Q1 CPU sales
- non-CPU sales accounted for 37% of total revenue; 13% of total revenue from iPod alone
- direct sales (i.e. education, Apple retail, online store) accounted for 43% of total revenue
- record figures in Q1 largely due to good sales of iPods, PowerBooks, Panther
- Apple has been "more aggressive on pricing" of Power Mac G5 (than Power Mac G4)
- about 10 million Mac users are now using Panther
- about 10 million more can upgrade to Panther (i.e. have capable hardware)

The future?
- Apple has "no plans" to release a Windows version of any iLife program besides iTunes
- component prices (LCDs, hard drives, etc.) expected to be stable or trending down
- RAM supply expected to exceed demand
- 20% profit margin expected on iPod family in Q2 (iPod, minis and HPods)
- Apple knows iMac LCD is priced above market "sweet spot" of $1,000
- 2004 Apple retail stores to include big stores in San Francisco and Osaka (Japan)

For a few more notes from the earnings call, see Think Secret