“Research firm IDC recently released forecasts for the notebook market by form factor and end market. In a note to clients, Bear Sterns analysts Andrew J. Neff, Bill Hand, and Ted Chung commented on the results and implications for the major players in this market,” The Consumer Electronics Stock Blog reports.
Bear Sterns analysts’ list of factors:
• Notebooks should eclipse desktops in mature markets: Notebook shipments are expected to exceed desktops in several mature markets (US, Western Europe) by late 2007 or early 2008
• Consumer market accelerating notebook growth. The mix of notebook shipments in consumer eclipsed that of corporate for the first time in 2005, with the gap expected to increase over time to nearly a 50/50 desktop/notebook split in 2010 for consumer as compared to only a 57/43 desktop/notebook split for corporate. Overall, IDC forecasts a 20% CAGR (from 2005-2010) for consumer notebooks versus 15% for corporate, which is particularly positive for Hewlett-Packard given its higher-margin consumer/retail notebook business and, to a lesser extent, Apple and Gateway.
MacDailyNews Note: It is unclear if Boot Camp was factored into this expectation. After all, who in their right mind would buy an ugly Windows-only HP, Gateway, or any other OS-limited laptop when only an Apple MacBook or MacBook Pro can run both Mac OS X and Windows (and Linux, too, of course)? This presupposes, of course, that Apple Mac’s ability to run both major OSes gets out to and is understood by the average consumer. Why might Apple bother to do such a thing as Boot Camp and then not publicize it when it’s out of Beta? We’ll explain that one after someone tells us why Apple bothered to make the world’s most advanced operating system and has not publicized that fact for the past five years.
Bear Sterns analysts’ list of factors continues:
• Growth driven by emerging notebook sub-categories: for example, equipped with screens above 17” and marketed as desktop replacements.
• Enabling technologies underpin notebook growth: multicore processors, increasing connectivity capabilities, etc.
More details in the full article here.
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