Analyst: ‘Boot Camp Effect’ to play significant role in Apple Mac market share gains

“Apple’s Boot Camp software, which enables Windows software to run on Mac computers, should positively impact Mac market share as early as the third quarter of this year, according to a new Piper Jaffray research report,” Forbes reports.

“The new Piper Jaffray survey found that, out of 42 near-term PC shoppers, 8.3% of the respondents said they would buy a Mac computer instead of a PC because of the Boot Camp software,” Forbes reports.

“‘Judging from consumer interest, it is reasonable to believe that Boot Camp will play a significant role in Apple gaining market share over the next twelve months,’ wrote analyst Gene Munster in a report to investors Monday,” Forbes reports. “Munster maintained an “outperform” rating and $99 price target on Apple stock. The so-called Boot Camp Effect should gain momentum in the 2007 calendar year after Apple releases its new operating system, Mac OS 10.5 Leopard, which will feature Windows functionality.”

Full article here.

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19 Comments

  1. It’s a nice theory… and perhaps likely to pan out as such, but 42 is too small a sample to be statistically accurate. This is still within the realm of speculation.

    A nationwide deal to sell iMacs and Mac Books properly through Best Buy could have as much or more significance – combined with Boot Camp it could be huge!

  2. Apparently, neither Munster, nor the people who designed the poll, nor the folk who were polled! were aware of Schiller’s statement regarding Windows and Leopard. That, or there’s a glitch in their understanding of what Boot Camp is and what it does.

    I fully believe that the extra money I spend on a Mac buys me about as much computer as a like amount spent on a PC, but it’s the OS that makes it worth the buying, worth the fervor. Running Windows, it’s just another mid-to-high-end PC.

  3. actually, i have the new macbook, and… I still have no urge to put windows on that thing.. i mean..

    I can .. if i feel like it. but why?

    If they tell me i need to use some Windows only app for business school, okay fine, i’ll go ahead and get the damn thing, but till then.. no freakin way..

    I realize its a huge selling point… just.. not for anyone.. I know of..

  4. Wait just One Second, here!

    8.3% of 42 is 3.486! Even allowing for rounding errors, that amounts to maybe half a person only thinking about converting – along with three whole people planning on converting.

    42 is a smallish number, but not too small to merit consideration. More important is that they figure there will be more switchers after Leopard than there are OS X users today. 8%, plus or minus 5%, are we talking the entire market or just consumers? Apple has nearly 8% of the consumer market today, not quite 3% of the total market. Worst case: 3% of the consumers who plan to buy PCs switch – Mac sales for 2007 jump by 30-something percent over 2006 units sold.

  5. The part of the story that is getting me is the target price on AAPL at $99. So, when, exactly, is the upturn going to begin? It just keeps getting lower and lower. I realize it’s a good deal, and that sometime in the next few years it will probably hit the $99 point, but are we talking about anytime before Jan 1? Since Jan 15 when the stock hit almost $85, it’s just been a disaster. And I can’t see any reason why, other than the market is just a fickle group of idiots who follow rumors, and ‘bad news’ for one tech company drags them all down. Makes me wish I had switched to gold back in January, oh well… at least I still have my AAPL, and know fundamentally it’s a good investment. Just have to hang onto it for the long term.

  6. No way. I just don’t believe that BC is going to play any significant roll in increasing the Mac market share. If it’s going to make a big difference next year it would already be showing a clear a effect beginning now.

    People are not actually going to buy Macs just because they will run Windows. Is it possible I’m wrong? I really hope so.

  7. Ka-Ching, You have it going the wrong way. People who are planning to switch are not planning on bringing Windows with them. What they would like, is to get back to Windows should “something” come up that they can’t deal with in OS X. And then get right back to the safety of OS X. That’s why the term “security blanket” is heard so often these days.

    Mr. Peabody, we won’t know for a while what effect BC is having on sales. How can we tell for sure?
    Did they switch because of iPod Halo?
    Did they switch because of the Security Blanket?
    Did sales slump waiting for MacIntels?
    Are new sales going to the Enterprise market?

    We can’t be sure anything is having an effect until the numbers come in – unit sales and market share – and, even then, we can’t be positive which influence is driving what change.

  8. “… Mac OS 10.5 Leopard, which will feature Windows functionality.”

    Mac OS X and Windows pretty much have the same basic “functionality.” It’s the implementation that matters here. So what is the original author talking about…? It must mean that the Boot Camp functionality will be included as a “non-beta” part of Leopard 10.5.

  9. DLMEyer – you are living in a dream world.
    ——–

    And that this survey showed that only 8.3% of Windows users are interested in switching to a Mac. ONLY 8.3%!!!???!!! – That means 92% could give a rats ass about Apple. Bad news.

  10. You all know MDN has a new Macpro book.
    You all know MDN put Windows on it.

    You ever heard MDN whining about viruses and malware on their Windows Mac?
    Cause it doesn´t happen! If one has anti-virus software and a firewall and don´t use IE one is not going to get a virus on XP. Most windows owners know that and are not interested in a Mac for “security” reasons.

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