“Apple Computer effectively dodged the Intel transition bullet in its second fiscal quarter of this year and its progress in the personal computer market could lead to a sharp rise in Mac sales once the transition has completed, analyst for Needham & Co said this week,” Katie Marsal reports for AppleInsider. “‘…Once the transition is complete by the first quarter of fiscal 2007, we believe Mac shipments have the potential to surge on the strength of the Mac’s newfound ability to run Windows applications along side Mac applications,’ analyst Charles Wolf wrote in a research note released Thursday. ‘Our initial survey of college students indicated a material percentage of Windows users would purchase a Mac if it could run Windows applications natively,’ he said. ‘However, the higher education market is one of the Mac’s strongholds.'”
Marsal reports, “As a result, the analyst believes the switch rate among the entire population of Windows users in the home and education markets could be lower. Wolf said, ‘We are preparing a second survey that targets this audience. What’s noteworthy, however, is that the switch rate could be far lower among this group and still generate significant market share gains for Apple.'”
Full article here.
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