Analyst: Apple Boot Camp could be an opportunity for Mac market share gains

UBS analyst Ben Reitzes believe that Apple’s Boot Camp, released as a public beta yesterday and expected to ship as part of Mac OS X Leopard, could be an opportunity for Mac market share gains. “We believe AAPL could benefit from a significant OS upgrade cycle starting in its December quarter,” Reitzes told clients. “We believe this move positions Apple to gain share with customers reluctant to purchase Macs due to concerns over interoperability with Windows systems (currently over 90 percent of the PC market).”

Reitzes said, “We estimate fiscal December quarter unit growth of 29 percent year-over-year to 1.6 million units and year-long 2007 unit growth of 29 percent to 6 million Macs.” The firm also believes that Boot Camp could help drive profitable software sales with a compelling Mac OS X Leopard upgrade.

The firm reiterated its ‘buy’ rating on the stock and has a $95 price target.

Advertisements:
Apple’s brand new iPod Hi-Fi speaker system. Home stereo. Reinvented. Available now for $349 with free shipping.
Apple’s new Mac mini. Intel Core, up to 4 times faster. Starting at just $599. Free shipping.
MacBook Pro. The first Mac notebook built upon Intel Core Duo with iLife ’06, Front Row and built-in iSight. Starting at $1999. Free shipping.
iMac. Twice as amazing — Intel Core Duo, iLife ’06, Front Row media experience, Apple Remote, built-in iSight. Starting at $1299. Free shipping.
iPod Radio Remote. Listen to FM radio on your iPod and control everything with a convenient wired remote. Just $49.
iPod. 15,000 songs. 25,000 photos. 150 hours of video. The new iPod. 30GB and 60GB models start at just $299. Free shipping.
Connect iPod to your television set with the iPod AV Cable. Just $19.

Related articles:
PC Mag wag: Is Boot Camp the end of Apple? – April 05, 2006
Macs that run Windows: The New Trojan Wars – April 05, 2006
Boot Camp: Apple’s Trojan horse into the enterprise market? – April 05, 2006
How to run Microsoft Windows XP on an Intel-based Macintosh with Boot Camp – April 05, 2006
Apple’s ‘Boot Camp’ a watershed, could dramatically expand Mac market share – April 05, 2006
Apple’s ‘Boot Camp’ is bad news for Windows-only PC box assemblers – April 05, 2006
Dude, you got a Dell? What are you, stupid? Only Apple Macs run both Mac OS X and Windows! – April 05, 2006
Reuters: Apple’s new ‘Boot Camp’ could draw millions of new Mac buyers – April 05, 2006
Apple shares surge over 6-percent in early trading on ‘Boot Camp’ news – April 05, 2006
Apple introduces Boot Camp: public beta software enables Intel-based Macs to run Windows XP – April 05, 2006

17 Comments

  1. I can see specialty retail stores buying iMacs for POS rather than the Dulls I see so often. It is so weird to see a very fashionable store using a Dull. With Boot Camp they can buy a great looking iMac and use Windows until they figure out a Mac POS solution for their business.

    In a single day Apple has opened themselves to many more potential customers.

  2. The question lingers – can Apple make enough computers to satisfy increased demand?

    Well, I think they can. Apple no longer manufactures Macs, do they? Factories in Taiwan make them for Apple. Same factories churning out Toshibas and such. With less demand for PCs, the same fab will be able to meet increasing Apple orders. Right? ” width=”19″ height=”19″ alt=”smile” style=”border:0;” />

  3. This is bad news for Dell and great news for all schools. Now schools can get two enviornments for the price of a Mac. This may make bidding for school computer contracts obsolete. Just buy a Mac and have it all, Mac, Windows and Linux.

  4. “Apple stock was under $60 a few days ago.”

    Yeah, BEFORE “Boot Camp” was announced! What’s your point?

    A year ago AAPL was under $40, a 50% increase from THEN, even.

    Fill in THIS blank, “Sell”:

    Opinions are like ___holes; everybody’s got one.

  5. Don’t think a majority will switch, but a significant number to strenthen Apple and weaken MS.

    My brother in law is bummed though, he was going to build me a new PC for my office, it’s just one PC among 10 macs, to use for testing Websites and IE 6 (shudder)… I cancelled the order and am going to wait for Leopard. The thing that would make this rerally sweet would be Fast User switching of the OSes. I could have both running at the same time and not have to deal with a reboot.

  6. “great news for all schools”

    I hope so, most of the schools in this area have completely switched to PC’s due to some state software that is PC only. It’s a crime the money they spend on these computers and no one teaches the teachers or the school how to get even 10% out of thier machines. Teck support for teachers in some areas is non exisitent.

Reader Feedback

This site uses Akismet to reduce spam. Learn how your comment data is processed.