MacBook Air Flying Off Shelves? (AAPL)

Dan Frommer | March 3, 2008 10:14 AM

airApple's super-thin MacBook Air looks like a hit. A month after it launched, it's out of stock in cities around the country, including New York, Chicago, San Francisco, and Los Angeles, Ars Technica reports.

Ars' Ken Fisher did the rounds in Boston last weekend, reporting sold-out stock in many area Apple stores. One employee told him that some customers were spending $3,100 on the MacBook Air edition with a solid-state hard drive rather than waiting for a $1,800 standard edition.

This is great news for Apple (AAPL): The MacBook Air had its share of skeptics -- people whining about "missing" features like a built-in DVD drive, cellular Internet access, and removable battery -- but that doesn't seem to be dampening demand.

Our question: What's the MacBook Air cannibalizing? If people are buying $1,800 MacBook Airs instead of $1,100 MacBooks, that's good for Apple -- the same number of units sold, but a higher average selling price. If people are buying MacBook Airs instead of Sony (SNE) or HP (HPQ) PCs, or as second Macs, that's even better.

Apple's only concern: If people were opting for the Air instead of spending $2,000 or more on a MacBook Pro. But given the big difference in performance between the two -- the Pro is a lot faster, has more features, and probably a different audience -- we don't think that's the case.

See Also:
Macworld: Steve Jobs Announces Super-Thin MacBook Air
Present For Apple Bulls: Mac Cleared for Takeoff

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Paul Olson said:
Oooops, sorry people. My click finger is jumpy from too much caffeine and thoughts of the Air. Apologies on the multiple posts.
Paul Olson said:
I, too, have technolust for the Air. If I were to own one, I would want it as my primary home computer. As a result, I really need a larger hard drive and will wait until a later generation of the Air offers more capacity. That's certain to happen. In the meantime, I must not be near an Air, come in contact with an Air, meet an Air in person, or most assuredly not hold an Air in my hand. It would make my MacBook feel like a huge lump of white lead in comparison! Long live the Mac!
Paul Olson said:
I, too, have technolust for the Air. If I were to own one, I would want it as my primary home computer. As a result, I really need a larger hard drive and will wait until a later generation of the Air offers more capacity. That's certain to happen. In the meantime, I must not be near an Air, come in contact with an Air, meet an Air in person, or most assuredly not hold an Air in my hand. It would make my MacBook feel like a huge lump of white lead in comparison! Long live the Mac!
Paul Olson said:
I, too, have technolust for the Air. If I were to own one, I would want it as my primary home computer. As a result, I really need a larger hard drive and will wait until a later generation of the Air offers more capacity. That's certain to happen. In the meantime, I must not be near an Air, come in contact with an Air, meet an Air in person, or most assuredly not hold an Air in my hand. It would make my MacBook feel like a huge lump of white lead in comparison! Long live the Mac!
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The only big minuses for me on the Air is that it won't drive a 30" display and the internal drive is too small. The battery issue is a smaller concern if they fix it soonish with an optional external battery extender in a suitable package. I don't take 6 hour flights so often that I have to always have a 6 hour battery in the thing.

I expect that both the first two issues will be solved in the next releases. I would also suggest that a 17" MacBook Air would be a smart move. Such a machine can still be thin, just make the screen bigger.

I could care less about speed, I have a desktop for that. Speed means less battery life.

Oh and round off the sharp edges at the front of the machine.

On the 'switch' issue, I would not be certain that Windows users are buying them to switch. I had specific reasons to want a machine running OSX that are not very typical. But I would certainly consider buying a MacBook Air to run Vista on it.
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Dan Frommer said:
@davo

"People aren't buying this as a second Mac, but as a light Mac for when they just want a slimmer laptop, whether that is on a one day business trip or tapping out some notes at starbucks."

I'm confused. Are they buying it as a "light Mac" that's their second Mac -- or their only Mac?
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It's been a while since I felt true technolust, but I've always carried the 12-inch laptop (until recently when I had no choice) and to me this is better than the I-phone. Portability is everything if you really use it as a portable. My plan--leave my old laptop at home to run the big screen, then get the Air for the road. Jobs does it again.
Jim said:
My Powerbook G4 was a month from warranty expiration and as Apple had recently replaced the hard drive with one 50% larger than the original (80G to 120G) as that's all they stock now, I knew I could get about $750-800 on eBay and decided o trade up..or laterally. After 3 years I knew I didn't need a Pro and was going to buy a black MacBook with an extra gig of memory. ($1500) Then Steve pulled the Air out of that manilla envelope!

I read every pre-release review (David Pogue's my Guru) and was at my local Apple Store the day their samples came in. I played with one for an hour and again a few days later (dropping off and picking up my Powerbook to have the drive replaced, under warranty). Twice I was ready to buy and just missed the last one.

A very nice and smart manager called me a few days later and said to come right in, she'd hold one.

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It weighs NOTHING, has a fabulous screen and great features. And it's considerable faster than my G4, 1.67 with 1 gig ram. It's not a Pro, but I don't need a Pro. All my peripherals are wireless except my scanner which I just plug in. Other than a second speaker I couldn't really ask for anything.

Highly recommended!
davo (URL) said:
Why not talk to the sales people in Apple stores to find out who is buying them?!?

I did, and the reason they gave confirmed what I already thought. People aren't buying this as a second Mac, but as a light Mac for when they just want a slimmer laptop, whether that is on a one day business trip or tapping out some notes at starbucks.

They aren't replacing anything with it, it is just another, very stylish and upscale option.

I use mine to take on sales calls to show samples. Clients love it! I own a Mac Pro laptop as well and use that when I have some serious work to do. But for a lot of the time the Air is ll I need and it is a complete joy to use.
felix (URL) said:
That Ars piece notes that Apple store folk seem to believe that it's a big switcher platform - so anecdotally, at least, it seems like it may be doing the most damage to the Windows market. Time'll tell, I guess!

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