“Credit Suisse First Boston reiterated a ‘market weight’ rating on the PC hardware industry after research firm NPD released May retail and distribution data for the U.S. With only 6% year-over-year growth, the month represented the first material slowdown for PC shipments in over a year. The last time the market saw single-digit growth was in October 2003. Retail PC shipment growth fell to 4% in May, led by desktops, falling 10% year-over-year and 8% month-over-month,” Forbes reports.
“Notebooks continued to perform well, growing 23% year-over-year, in line with March figures. Distribution shipments were up as well, increasing 13% year-over-year in May, in-line with seasonality. Again, desktop shipments were down and notebooks up. ‘From a vendor perspective, Apple Computer was the big winner, growing units 79% year-over-year overall and 94% year-over-year in standalone retail,’ the research firm said,” Forbes reports.
CSFB also noted that beleaguered Gateway expanded its retail business 37% year-over-year while Hewlett-Packard experienced a sales decline of 10% year-over-year. Dell is not included in the NPD data, as it does not sell through retail or distribution.
Full article here.
Apple Computer taking the industy by storm!
Watch out folks!
WOW! From the way I read the article, this is just computer sales and does not include the iPod. Talk about a Halo effect!!!! However, this is a heck of a benchmark to have to live up to when they compare pre and post Intel announcement sales figures. Hopefully they won’t drop much at all and Apple can continue to gain market share WHILE going through a chip transition. Not THAT would be really impressive.
I told you, 1,400,000 pc’s in third quarter ending in june
AAPL up .46 to $39.01 Shoulda bought more at 35.
Some people pooh-pooh the idea of using the Amazon ‘charts’ as an indicator of Mac sales, but I’m a firm believer.
When Apple started to improve it’s market share, there were one or two Macs in the two main ‘charts’ – i.e. the top twenty-five desktops and laptops. Then it slowly moved up to two or three, and then they were among the top sellers.
Now Macs have been dominating the two ‘charts’ for weeks, if not months.
And this report is, for me, just another confirmation of their accuracy.
But, of course,as professor implies, the ultimate confirmation will come in early July, when the third quarter results come out.
Second quarter figures will be coming out in the next 3 weeks. Be interesting to see how Apple are faring amidst all the MacTel business
WoooHooooo!
How about that, even without advertising (besides putting fancy stores in busy places) the Mac is really taking off again. I don’t see why it has taken so long for consumers to catch on. It takes all of 30 seconds with OS X to realize what you’ve been missing in the Windows world. Lets hope that people don’t make too much about nothing with the Intel move, and keep their wallets in their pockets (or purses).
About advertising the Mac, I think that Apple made a great move with launching their own retail chain. Everyone complains that Apple doesn’t adveritse Macs on TV, but I think Apple may have taken a different strategy. They may have sat down a few years ago and said, What would give us a bigger bang for our buck? An annual multi-million dollar ad campaigns or developing a retail chain. Clearly the retail costs more to get off the ground, but it also developes revenue on everything it sells (including 3rd party stuff). With an ad campaign it’s hard to guage your return, plus you’ll only make money on your own products even if your ads help to sell tie-in products. With a retail chain the balance sheet makes your return on investment black and white. Since the retail chains are profitable, Apple has turned what used to be an expence (TV advertising) into a revenue channel.
It’s a self-funded promotional system that offers an experience an ad campaign can’t match.
Sure an ad campaign AND the retail store would be even better than just the stores, but I think that an ad campaign wouldn’t do much good without a great educational place to test drive Macs. Now that the retail stores are in place, perhaps we’ll get that advertising too.
Just as we were saying and as we heard all the ignorant industry pundits saying Apple was already passed its recent “golden period”.
Yea, remember, this was BEFORE the intel announcement.
Let’s wait and see how this year does.
Does any (informed) person on this thread know if this Apple “retail” figure include ALL Mac sales? Does it include on-line sales directly from Apple, for example? It’s clearly good news anyway, but I can’t tell how good!
Go Apple!
Apple up $0.34 should have bought more at $1.
a co-worker, who is mostly a linux person, took today off and bought an ibook 14″ with extra memory and superdrive; just showed it to me. so much for people not buying ppc computers! he was originally going to get the 12″ one.
Heard just this morning, a friend has “made the move” and bought a new 17″ Powerbook. She did a lot of research and after hearing my praises for OSX, headed for the Apple store. Ring up another Windows convert!!
If Apple can cut its costs by not advertising on TV and pass those savings on to its customers at its increasing number of “brick and mortar” stores, more power to them! I wonder how much cheaper cars might be if the industry didn’t blow so much money on those idiotic car ads.
Why did I fill out this box?
ALL CPU sales…
This was my favorite part:
…beleaguered Gateway
😀
MW: Every–As in, for every Gateway PC that is sold, Apple sells ten Macs.
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June was the perfect month to raise the white flag
and put Intel inside. Just when you have the best OS and the
pretty much the fastest chips, and pretty much the only 64 bit
computers going—time to get fungible and be like all
the rest. They still dont know why whales beach themselves.
You people have to realize that Apple was not in the top until they created the “Mac Mini” in January. Innovation is what it is all about. I am still waiting for an update on the displays. It can’t get much better!