CSFB: Apple Computer is ‘top pick’ in personal computer market

“Credit Suisse First Boston research analyst Robert Semple maintained a ‘marketweight’ rating on the PC hardware sector after October results from market researcher NPD revealed ‘elastic’ consumer demand driven by aggressive pricing. ‘Within the PC market, we continue to prefer the profitable share gainers with compelling product cycles, with Apple Computer as our top pick,’ said Semple,” Maya Roney reports for Forbes. “Capitalizing on its strong position in retail, Hewlett-Packard grew its units a combined 25% year over year and maintained share for the first time in several months. Meanwhile, Apple saw its unit growth slow to 23%, but it has still delivered over 50% unit growth year to date.”

Roney reports, “The analyst has ‘outperform’ ratings on Apple, Sony, and Toshiba. He has a ‘neutral’ rating on Hewlett-Packard.”

Full article here.

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15 Comments

  1. To be first in the PC manufacturer ORDER is good for Apple. Even better is that they get to “double dip” on buying seasons because they get a lucrative Christmas season with the iPod, and a lucrative Back to School season with the iBooks/iMacs.

    If the Intel iBooks rumors are to be believed, this will be great because it will give Apple 9 months of Intel sales for 2006 and perhaps by Q1’07 (this time next year) they can boast a full x86 lineup.

  2. eric

    Absolutely correct …. now how do we get the word out to the clueless ???

    And…. at the risk of ruffling some feathers …

    Where is Sputnik’s comment on this ??

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