“Cowen & Company maintained a ‘neutral’ rating on Apple Computer after receiving mixed readings in its latest consumer survey. ‘While Intel CPU transition challenges appear more fully discounted, [the] survey suggests potential for significant slowing in iPod growth,’ wrote analyst Richard Chu in a research note. ‘Indeed, despite more cautious home PC demand overall, Mac prospects look strong,’ said the analyst,” Maya Roney reports for Forbes. “Cowen also surveyed the impact of Boot Camp on Mac mind share and found it to be broadly positive. However, that survey view of forward 12 to 18 month [iPod] demand is clearly weaker, Chu said. ‘That is enough of a caveat to keep us on the sidelines on the stock,’ said the analyst. ‘Given the twin visible axes of its game plan, the Mac and iPod, there can be little question that the stock will tend to fare best when there is perceived to be relatively clear sailing on both fronts.'”
Full article here.
MacDailyNews Note: While we’re not a research firm by any stretch, we do have our own checks and are able to take some measure of the pulse of what’s going on in the Mac world. Our checks indicate that Mac sales (MacBook Pro, iMac, Mac mini) have picked up significantly since the Boot Camp debut and corresponding press coverage. The information we are seeing allows us to confidently state that the ability to run their Windows “insecurty blanket” on Macs via Boot Camp is causing people to buy Apple Macs in increased numbers.
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