Mac Sales up 25% in May over April Ping!
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Posted on 07/02/2009 2:36:52 AM PDT by Swordmaker
According to Morgan Stanley’s Kathryn Huberty, Apple (AAPL) is the computer maker with the “most upside” as the PC market begins to stabilize after the dismal first quarter of 2009.
. . .
Apple, however, is a different story.
“Even before the new Macbook Pros launched,” she writes, “Apple began to outperform the broader commercial PC segment — with commercial Mac shipments up 25% [month over month] in May versus market growth of just 1%.”
The fact that the new laptops arrived in early June means that they will provide what Huberty calls “a catalyst for growth” in both the June and September fiscal quarters. She points to NPD weekly shipment data (reproduced in the chart at left) showing steady acceleration of Mac shipments over the past few weeks. “Lastly,” she concludes, “suppliers have recently noted Mac unit upside in the quarter.”
Huberty is raising her forecast for Mac sales in the second calendar quarter (Apple’s fiscal Q3) to 2.5 million units, up from 2.4 million. That would represent 12% quarter to quarter growth — less than Apple’s 14% average over the past three years, but a lot better than the 4% QtoQ decline last quarter.
For the fiscal quarter than ended Saturday, she expects Apple to report earnings of $1.16 a share on PC revenue (i.e., not including iPhones, iPods, etc.) of $3.072 billion, up a point or two from her previous estimates.
(Excerpt) Read more at apple20.blogs.fortune.cnn.com ...
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The nice thing about a company like Apple “taking over” a mature market from a failing and faltering prior leader of the market — is — there is a *whole lot of room* to grow into... :-)
After suffering through Vista for two years and hating it. My next PC and notebook will be a Non- Windows product. I bought plenty of RAM and still get “not responding”. Never Again! Market to Windows- We are Not Responding!
An Apple a day keeps the DOJ away!
I would say: Vista is replaced by Win7, and is no longer technically viable. I know no one -- not one person -- who has run both Vista and Win7, who prefers Vista, from either a performance or usability point of view.
Win7 is essentially Vista Corrected-Edition -- the way it should have been in the first place.
Marketing-wise, reasonable folks may argue about whether, in the absence of Win7, Vista might have survived. But with Win7 imminent, Vista will be gone and forgotten within a year. It's dead, Jim.
The nice thing about a company like Apple “taking over” a mature market from a failing and faltering prior leader of the market — is — there is a *whole lot of room* to grow into... :-)
Investments will fluctuate in perceived value. Unfortunately that is also true of government debt - including the dollar itself. But as far the perceived value of Apple is concerned, it was the only thing I wanted to buy at the bottom. Unfortunately I only wanted a rooting interest, rather than going in with really serious money, but . . .100%, I dare say, of FReepers use computers, and new and better model come out, which we all wish we could have. So computers are an inherently germane topic from my POV. But we all commit not only money but time/energy to having the ability to get the computer functionality we want. And most of us don't upgrade every time a there is a new model, which is like all the time. And there is a natural human tendency to want to believe that we made good decisions when spending what to us is serious money. And unfortunately that maps to a natural tendency for anyone to react with hostility to evidence which threatens to awaken buyer's remorse in us. Such as the Mac owner who reacts with suspicion when people claim that Vista is a good OS, or the Windows owner who reacts with sarcasm when the Mac user is enthusiastic about the advantages he sees in OS X and/or the iPhone.
Another of your excellent observations!
My first experience with computers was job related, software sales, and was with PCs running DOS and with the DEC VAX line. Apple had just come on the market but I knew nothing of them. All my colleagues were SW designers, analysts, and at the least programmers.
I later bought a Mac Classic. I was ridiculed and the Mac was poo pooed as a toy, a non-computer. My colleagues seemed to relish the fact that DOS was simi difficult to use because it enhanced their particular expertise and themselves in the process. They ignored the fact that word processing, etc., was much easier on the Mac. At the time Wang was a significant force in computers as word processors because they were so much better than DOS machines.
At the time I was reminded of the people I had known in high school who argued the relative merits of a Ford versus a Chevrolet. Many of those seemed to have more fun tinkering under the hood, modifying things, fine tuning, etc., and then bragging to each other, than they did actually driving their cars. Those who preferred DOS over the Mac reminded me of those folks.
Others couldn’t care less what was under the hood as long as it started reliably, ran dependably and had a good radio (AM only at the time).. Mac users remind me of those.
Nowadays we still have people who like to brag about the great deals they made or how much better their car is than another, for the price. They remind me of the DOS users of old. Others just like what they have and sometimes get excited about the new features coming out on next year’s model. Those are Mac users.
I think the big problem with Vista at the time of its release was that the operating system was ahead of the hardware for compatibility and stability purposes. By the time Service Pack 1 arrived, computer hardware--particularly motherboards with more memory support and dual-core CPU's--became widely available, and all the earlier problems with Vista pretty much vanished.
Interesting analysis!
By extension, Apple's model of shipping software and hardware that are designed to work together should reduce user's exposure to that sort of problem. (And, personally, for me it has worked -- since the late 70s...)
Perhaps the resulting confidence in their purchase is a seldom-expressed part of the so-called "Apple tax" that Mac users seem willing to support financially.
And, perhaps it is that confidence in their purchase that some folks perceive as a part of Mac users' so-called "Mac attitude"...
100%, I dare say, of FReepers use computers, and new and better model come out, which we all wish we could have. So computers are an inherently germane topic from my POV. But we all commit not only money but time/energy to having the ability to get the computer functionality we want. And most of us don't upgrade every time a there is a new model, which is like all the time. And there is a natural human tendency to want to believe that we made good decisions when spending what to us is serious money. And unfortunately that maps to a natural tendency for anyone to react with hostility to evidence which threatens to awaken buyer's remorse in us. Such as the Mac owner who reacts with suspicion when people claim that Vista is a good OS, or the Windows owner who reacts with sarcasm when the Mac user is enthusiastic about the advantages he sees in OS X and/or the iPhone.
IMHO, that one is a "keeper"! Thanks for sharing it!!
It was a stimulus for my remarks in #12 -- to which I intended to ping you...
Bump.
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