Apple Computer

Team Librarian Consultation



Apple Computer, Inc.



Assignment:    Apple Computer and the computer industry:  Michael Porter's five forces analysis of the industry, with a focus on Apple Computer.    (MGT 430, 23 February 2004)
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Foster Business Library Databases:

    The Foster Business Library offers an extensive collection of business databases on its homepage; see under Business Databases; see also the four folders at the top of that list for lists of Foster databases by topic:  Books, Articles--Full Text, Articles--Citations and Abstracts, and Company and Industry.   For more information on the three dozen Foster business databases, click here.   For more information on which of the three dozen Foster business databases to use, click here.   For more information on accessing Foster databases from off campus, click here.   For information about responsible database usage, click here.

  • Hoovers Online:   Under Business Databases on the Foster Business Library homepage. Hoovers Online offers information about 14,000 public and private companies worldwide, with links to company homepages and annual reports, charts, company capsule, competitors, divisions, earnings, financials, Fortune and Forbes rankings, history, industry information, insider trading, mission statements, news links, press releases, officers, patents, products, SEC filings, splits, subsidiaries, etc. Most information on this site is free and available on the Web (not just through the Foster Business Library homepage) but, via the Foster homepage, UW students and faculty can access the more detailed Subscribers information (on campus and from home).

    See the industry factsheet for the Personal Computer industry (the industry in which Hoovers Online places Apple Computer). See also the list of companies in what Hoovers calls the Personal Computer industry.

    See the Hoovers Online company overview for Apple Computer as well as the long list of competitors, in Hoovers Online, in the Personal Computer industry. See also the company's Competitive Landscape, under Competitors.

  • Investext:   On the Foster Business Library homepage, listed under Business Databases; also listed under Company and Industry. Investext contains indexing and the full text of company and industry research reports prepared by leading Wall Street firms, as well as regional and international brokerage and financial firms. All reports are in PDF format. (This database is available widely on campus and may be accessed from home via the U.W. connectivity kit or via the Libraries' proxy server.)

    A company search for AAPL produced a list of almost 1,000 reports. An industry search for Computers—Office Equipment produced over 22,000 reports.

  • Lexis-Nexis Academic:   To find company information, go to Business and then to Company Financial where you can obtain financial and other data for companies. Information is available from twenty different sources (each of which must be searched separately). Included among the sources is Hoovers Online, with members' access to company profiles. Securities and Exchange Commission filings, particularly company 10-K annual reports, are a particularly rich source of company as well as industry information. Use your browser's Find command (or Control-F) to locate references to particular terms of interest in 10K filings such as trends, strategy, competitors, industry, etc. (This database is available widely on campus and may be accessed from home via the U.W. connectivity kit or via the Libraries' proxy server.)

    Go to Business and then to SEC Filings to obtain the 10-K annual filings for Apple Computer, using the ticker symbol AAPL. This database includes 70 SEC 10-K filings (or parts of filings) for this company back to 1995. SEC filings typically (but not always) discuss competitors, threats, risk, suppliers, etc.

  • Euromonitor Market Research:   This database provides global consumer market information, with demographics, trends and developments, market background, market sizes and forecasts, market shares, key players, and company profiles. This database provides over 1,800 reports with market data and detailed company profiles, including market shares, brand information, company strategy and SWOT analyses of the companies, for many countries. For eight major countries (Australia, China, France, Germany, Japan, South Korea, the United Kingdom and the United States), in-depth industry information is also available. Euromonitor also publishes important print titles in the Foster Business Library reference collection including European marketing data and statistics, International marketing data and statistics, and World consumer income and expenditure patterns.

    A search in this database, in titles, for Desktop Personal Computers produced eight reports, including a 9-page report on Desktop Personal Computer in the US, dated September 2003.

  • Forrester Research:   Under Business Databases on the Foster Business Library homepage. Forrester Research provides access to reports and briefings on the effects of technology change on businesses, consumers, and society, and analyzes such technology areas as new media, computing, software, networking, telecommunications, and the Internet. To use this database, UW users must establish a personal account from a UW IP address. (Available from off-campus.)

    A search for Apple Computer retrieved 78 reports.

  • Value Line:   On the Foster Business Library homepage, listed under Business Databases.   Stock information and advice on 1,700 companies, 90 industries, the stock markets and the economy; an online version of the print Value Line Investment Survey. To search for companies or industries, go to the left menu for Look Up Company or Look Up Industry.

    See Computers/Peripherals and AAPL (both one-page PDF documents).

Web Resources:

    Unlike library databases, these Web resources are available wherever you have web access; they do not require that you access them via the UW Connectivity Kit or the UW Libraries Proxy Server for authentication. When using web resources, be sure to evaluate the credibility of these resources. For a subject index to web resources, see Business Resources on the Web on the Foster Business Library homepage.

  • Apple Computer, Inc:   Public company homepages are often (but not always) an excellent source for information about the company, with links to annual reports, company news, product details, information about corporate goals and culture, company financial information, Securities and Exchange Commission filings, and company history. Look for the Investor Relations and About Us areas on the company homepage for company information.

    Apple makes it hard to find company or investor information, available most readily by finding their homepage site map and going to Investor Relations for their Annual Reports back to 1998 and links to historical and SEC financials.

  • Company Research (Business Week):   Business Week offers information on 4,000 companies in its Careers section (so some of the information is aimed at job-seekers), with a Corporate Snapshot, a Vault.Com Scoop, a Wetfeet.Com profile, as well as Business Week articles about the companies (some of which are available only for subscribers but are also available in the Foster Business Library database ABI/Inform Global).

    See the links to information for Apple Computer.

  • Making the Macintosh: Technology and Culture in Silicon Valley:   This site is a window into "Stanford University Library's archive of documents and materials relating to the computer's origin, development, and promotion. Along with roughly two hundred archival texts and images, the site includes thirteen recent interviews…with some of the principal players in the creation of the Macintosh."

  • Quicken.Com:   This site is a good source for information about companies and about their position among their competitors; use the Compare Companies feature on the left menu for this information.

    See the company profile for Apple Computer as well as the company's position among its competitors in terms of market capitalization in the Personal Computers industry.

  • Yahoo! Finance:   This site is excellent for company and investment information as well as an excellent source for financial ratio comparisons with industry, sector and S&P 500.

    See the company profile for Apple Computer as well as its Key Statistics as well as the Computer Hardware Industry Profile.

  • Industries At A Glance:   This U.S. Bureau of Labor Statistics site is a good source for information and data about U.S. industries.

    See the Occupational Outlook Handbook general information on the Electronic Equipment Manufacturing industry, which includes computer hardware.

  • Where Does Apple Go From Here?:   This Harvard Business School Working Knowledge site comes from their Best of Q&A section, from an interview with Harvard Business School professor David Yoffie, about Apple Computer and its corporate strategy.

  • Porter's Five Forces:   This site is from QuickMBA, with a good summary of Porter's five forces. "QuickMBA is an online knowledge resource for business administration. Our goal is to help you to quickly find the business knowledge you need, when you need it, wherever you may be. Topics are presented as frameworks and summaries in the various subjects of business administration, as taught in the world's top MBA programs. QuickMBA is operated by the Internet Center for Management and Business Administration, Inc. No registration is required." See also their SWOT Analysis page. For similar pages, see Business Resource Software, Inc.'s pages on the Michael Porter Five Forces Model and SWOT Analysis. Finally, see Porter's homepage.

Foster Business Library Reference Collection:

    The Foster Reference Collection is located behind the Reference Desk in Foster.

  • International marketing data and statistics.
    Demographic trends and forecasts, economic indicators, labor force, trade, energy, environment, consumer expenditures and market size, and retailing information for the Americas, Asia, Africa and Oceania; companion volume to European marketing data and statistics.
    Foster Business Library Reference, CALL NUMBER: HA42 .I56. 2003.
    Also available
    online.

    See Per Capita Retail Sales of Consumer Electronics, for PCs, on page 448.

  • Statistical abstract of the United States.
    Information about many industries as well as demographic information; check index for references to tables. The sources for each table are often a valuable source of additional information.
    Foster Business Library Reference, CALL NUMBER: HA202 .U56 2002.
    Also available online.

    See index page 954 for Computer and for Computers and Electronic Product Manufacturing.

  • European marketing data and statistics.
    Demographic trends and forecasts, economic indicators, labor force, trade, energy, environment, consumer expenditures and market size, and retailing information for European countries.
    Foster Business Library Reference, CALL NUMBER: HA1107 .E87 2002.
    Also available online.

    See Per Capita Retail Sales of Consumer Electronics, for PCs, on page 322.

  • World development indicators.
    This World Bank volume contains a large number of tables listing each country and key data about its people, environment, economy, markets, employment, poverty, etc.
    Foster Business Library Reference, CALL NUMBER: HC59.15 .W656 2002.
    Also available, in part, online at http://www.worldbank.org/data/wdi/home.html.

    See Personal Computers in the Information Age section on pages 316 to 319.

  • Gale encyclopedia of U.S. economic history.
    This two-volume encyclopedia covers economic history from Paleolithic times to 1999, with over 1,000 articles on the major terms, overviews, issues, biographies, events and companies of America's economic history. There is a single extensive index in the back of the second volume. The arrangement of this encyclopedia is alphabetically by topic, not chronological.
    Foster Business Library Reference, CALL NUMBER: HC102 .G35 1999.

    See Steve Jobs in volume one, on pages 511 to 512.

  • Standard & Poor's industry surveys.
    This three-volume set provides 30-page profiles on 52 industries with a focus on the current economic environment, trends, regulation and outlook for each industry. Major companies in each industry are profiled, with references to sources of additional industry information.
    Foster Business Library Reference, CALL NUMBER: HC106.6 .S74 (Quarterly)

    See the industry survey, dated June 2003, for Computers--Hardware in volume one; Apple is one of the companies featured in the Comparative Company Analysis at the end of the survey.

  • Industry studies.
    This excellent reference work provides essays, mostly by professors of economics, about 14 significant industries:  automobiles, beer, broilers, pharmaceuticals, steel, airline service, retail commercial banking, casino gambling, electric power, health insurance, motion pictures, nursing homes, microcomputer platforms, and telecommunications.
    Foster Business Library Reference, CALL NUMBER: HC106.8 .I53 2002.

    See the industry survey for Microcomputer Platforms on pages 318 to 350.

  • The encyclopedia of management.
    This one-volume covers 348 management topics, arranged alphabetically from Activity-Based Costing to Zero-Sum Game.
    Foster Business Library Reference, CALL NUMBER: HD30.15 .E49 2000.

    See SWOT analysis and the five forces on pages 882 to 884.

  • Business: the ultimate resource.
    This 2,200-page single volume is "designed to offer a wide range of insights, information, and practical guidance on every aspect of management" via 2.5 million words of text from 200 contributors, with 700 illustrations and 150 maps, in seven major sections including best practice, a management library, business thinkers and management giants, a business dictionary, a world business almanac, and a guide to business sources.
    Foster Business Library Reference, CALL NUMBER: HD38.15 .B878 2002.

    See the profile of Apple Computer founder Steve Jobs on pages 1100 to 1101. See Michael Porter on pages 900 to 901 and pages 1038 to 1039; both sections cover his five forces; see also Performing a SWOT analysis on pages 468 to 469.

  • The ultimate book of business brands.
    This slim paperback covers 50 companies from a brand perspective, with three to six page essays on each company.
    Foster Business Library Reference, CALL NUMBER: HD69 .B7 .C722 2003.

    See Apple on pages 9 to 13.

  • Encyclopedia of global industries.
    Twelve-page descriptions of 125 global industries, with background and development information, current conditions, industry leaders and further reading.
    Foster Business Library Reference, CALL NUMBER: HD2324 .E53 2003.

    See Computer Hardware and Services, on pages 141 to 153, for the history, evolution and current condition of this industry.

  • International directory of company histories.
    Studying the history of leading companies in an industry is a good way to learn more about the history of an industry. This set of more than thirty volumes covers over 4,700 company histories worldwide, with each history running just two to four pages; check the company index in the latest volume to locate a specific company history or update as well as any other references to that company in other company histories. There is also an index by industry.
    Foster Business Library Reference, CALL NUMBER: HD2721 .I57

    See the history of Apple Computer in volume three (in Roman numerals III), on pages 115 to 116, with updates in volume six, pages 218 to 220, and in volume 36, pages 48 to 51.

  • Plunkett's infotech industry almanac.
    This almanac offers information about major industry trends, industry statistics, industry information, major companies in the industry, with indexes by state, country, region, etc. The major part of the almanac provides one-page profiles of companies in the industry, with directory information, growth plans and special features, contacts, brief financials, brief salary and benefits data, and women officer-director and advancement information.
    Foster Business Library Reference, CALL NUMBER: HD9696 .C63 .U5287 2001-2002.

    See Apple Computer on page 146, with references to the company and industry on pages 10 to 11, 26 to 29, and page 30.

  • Market share reporter.
    Annual compilation of U.S., Canadian and Mexican market share data for companies, products and services, arranged by SIC code, and with indexes by product, company and topic.
    Foster Business Library Reference, CALL NUMBER: HF5410 .M35 2004.

    See tables 915, 916 and 919 on page 224 and 225 for Apple Computer, and table 931 on page 227.

  • World market share reporter.
    An annual compilation of market share information for worldwide companies culled from thousands of periodical articles; use the company, product or brand indexes in the back of the volume to identify the company that you are researching.
    Foster Business Library Reference, CALL NUMBER: HF5410 .W67 2001/2002.

    See Apple Computer in tables 782, 788 and 790 on pages 214 to 216.

  • The lifestyle market analyst.
    Market analysis information including demographic, geographic and lifestyle information to identify who customers are, where they live, how they spend their time and money and how to reach them.
    Foster Business Library Reference, CALL NUMBER: HF5415.33 .U6 .L54 2003.

    See Use a Personal Computer demographics on pages 936 to 939; Use an Apple/Macintosh, on pages 940 to 943; and Use an IBM Compatible, on pages 944 to 947.

  • The Advertising Age encyclopedia of advertising.
    In three volumes, this heavily-illustrated encyclopedia includes profiles of more than 120 ad agencies worldwide, essays on 80 leading agencies, detailed articles on 40 U.S. agencies, biographies of 47 major advertising figures, as well as 160 significant corporate advertisers, brands, and campaigns, 20 essays on market research methods, and 52 essays on advertising tools and operations.
    Foster Business Library Reference, CALL NUMBER: HF5803 .A28 2003.

    See Apple Computer in volume one, pages 85 and 86.

  • Red book/Standard directory of advertisers.
    This annual two-volume publication is the most comprehensive source for information on the advertising practices of 24,000 U.S. and Canadian companies spending a minimum of $200,000 on national and regional advertising. Companies may be accessed by 54 business categories or by state, province or city. Entries for companies advertising include SIC codes, business descriptions, statistics, personnel, approximate advertising expenditures, and media. Entries for ad agencies often include the companies and brand names handled and the executive assigned to each account. Volume two includes indexes by product by state or province, by brand name, by SIC code and by personnel. There is also a geographic index volume.
    Foster Business Library Reference, CALL NUMBER: HF5805 .S7 2004 (volume 1: businesses)

    See Apple Computer on page 350.

  • Encyclopedia of major marketing campaigns.
    This massive 2,000-page reference profiles 500 of the most notable advertising and marketing campaigns of the twentieth century, from Adolph Coor's Zima to Zenith Electronics' The Quality Goes in Before The Name Goes On. Arrangement is by company name and, if the company name is that of a person, by their first name. For each campaign, there is a four-page chapter with an overview, historical content, target market, competition, market strategy and outcome, as well as a few suggestions for further reading.
    Foster Business Library Reference, CALL NUMBER: HF5837 .E53 2000.

    See Apple Computer on pages 91 to 102.

  • Mergent OTC industrial manual.
    This one-volume work covers over 3,000 companies traded over the counter on national stock exchanges, with extensive information about companies, including history, chronology, acquisitions, mergers, spinoffs, properties, joint ventures, subsidiaries, officers and directors, consolidated income and balance sheets for three and two years, respectively, long term debit, options, etc.
    Foster Business Library Reference, CALL NUMBER: HG4501 .M66 2002.

    See Apple Computer on pages 948 to 949.

  • Mergent industry review.
    Statistical data on 3,000 companies in 137 industries, with rankings, key financial information, operating data and ratios, etc.
    Foster Business Library Reference, CALL NUMBER: HG4961 .M68.

    See Apple Computer in the Computers--Major industry, on pages 116 and 117, in the August 2003 to January 2004 issue.

Foster Business Library Books:

Foster Business Library Corporate Annual Reports:

Foster Business Library Articles:

    In addition to the 800 journals in the Foster Business Library Periodicals Collection, the Foster Business Library offers access to 11,000 full text periodical articles through its full text article databases such as: ABI/Inform Global, Factiva, and Lexis-Nexis Academic Universe. These article databases may be found on the Foster Business Library homepage, listed alphabetically under Business Databases or in the Articles: Full Text folder.

    Of these three main sources, all but Factiva are available from any computer on the campus network (as well as from home) via the UW Connectivity Kit or via the Libraries' proxy server. The easiest of these databases to use is ABI/Inform Global. For more information about accessing Foster Business Library databases from off campus, click here. For more information about business databases, click here.

  • ABI/Inform Global:

    This database offers full text articles for over 800 journals. To find articles on specific topics, search by word or phrase by keying your search phrase into the search box. ABI/Inform Global includes journals but not national or Washington state newspapers (though the Wall Street Journal is included). It also does not include valuable trade and industry and other periodicals. Your searches will span the widest possible array of publications by expanding your search to all databases in ABI/Inform. To expand your search to include all collections in this database, click on Select multiple databases, to the right of the search box. Click on all of the databases.

    Your search terms will be highlighted in red in each article. For tips on searching this database, click here.

    A search in all databases, for CO(Apple Computer Inc) produced a list of more than 18,000 articles (including 180 articles in scholarly journals). Narrowing this search, as an example, to CO(Apple Computer Inc) and SUB(Computer Industry) produced a list of over 5,400 articles. A search for CO(Apple Computer Inc) and Strengths produced over 160 articles; for CO(Apple Computer Inc) and Weaknesses, 40 articles; for CO(Apple Computer Inc) and Opportunities, 200 articles; for CO(Apple Computer Inc) and Threats, over 90 articles; for CO(Apple Computer Inc) and SWOT, no articles.

    A search for the subject SUB(Computer Industry), in all databases, produced a list of more than 62,000 articles (including over 1,200 articles in scholarly journals). By searching for this term in the Topic Guide, it's possible to view over 450 narrowing terms, such as:

    • SUB(Computer Industry) and SUB(Business Forecasts), over 900 articles;
    • SUB(Computer Industry) and SUB(Competitive Advantage, over 200 articles;
    • SUB(Computer Industry) and SUB(Demand), over 220 articles;
    • SUB(Computer Industry) and SUB(Forecasts), over 1,300 articles;
    • SUB(Computer Industry) and SUB(Market Penetration), over 70 articles; and
    • SUB(Computer Industry) and SUB(Sales Forecasting), over 80 articles.

    It's also possible to search for SUB(Computer Industry) and Strengths (over 600 articles), SUB(Computer Industry) and Weaknesses (over 180 articles), SUB(Computer Industry) and Opportunities (over 1,300 articles), and SUB(Computer Industry) and Threats (370 articles)—-but SUB(Computer Industry) and SWOT (no articles).

Help:
17 February 2004; updated 20 February 2004.   Peter Stevens, Business Librarian, Foster Business Library, at stevens@u.washington.edu.