NPD data shows Mac sales growing 5x market growth rate in February

Apple StoreThis morning, Pacific Crest Securities noted to clients that NPD data shows Mac sales growing at 5x the market growth rate in February, ahead of their estimate.

Also this morning, Morgan Stanley commented on the personal computer market saying unit demand rebounded in February after a meaningful slowdown in January.

Morgan Stanley attributed the January slowdown to consumers waiting for Vista PCs.

Total U.S. PC unit growth rebounded to 23% year-over-year in February, which the firm says is in-line with December 2006 growth.

Apple is the only vendor that appears “unscathed by the Vista transition,” according to the firm.

Morgan Stanley is confident that continued Mac momentum and strong double-digit iPod growth in the quarter will allow Apple will beat expectations this quarter.

This information comes from analyst’s notes not publicly available online.

MacDailyNews Note: Apple will announce Q2 07 results on April 25, 2007.

34 Comments

  1. Wow, that’s really insightful. The company that doesn’t sell windows PCs is unscathed by the transition to a new version of windows.

    I’m going to apply for a job at Morgan Stanley. The bar doesn’t seem to be set real high.

  2. Don’t we berate NPD when people cite them for not including apple sales and other sources when discussing iPod’s but now we laud them for sales that show mac’s adoption rate? Can we have it both ways?

  3. “Wow, that’s really insightful. The company that doesn’t sell windows PCs is unscathed by the transition to a new version of windows.”

    The point is that Mac growth is driven by “Switchers”. It could have been that when Vista came out people would see it and think, “OK – I was going to buy a Mac, but this looks much better than XP, so I’ll stick with Windows”. Clearly this isn’t happening.

  4. I’m waiting for the flood of Vista malware to start before celebrating.

    I firmly beleive that Microsoft purposly left their previous operating system versions rather “loose” in the security sense as to generate a loyal IT workforce that would endorse it’s products.

    ‘Squeeky wheel gets the grease’ sort of thing.

    If Vista malware starts appearing in droves again, it goes to show that Microsoft is truly incompetant in the eyes of the world, and that could only mean good things for Apple.

    Now if Vista malware doesn’t appear in enough quantities, the road up for Apple is a bit harder. The Apple Stores, the switch to Intel processors, Bootcamp, iPod Halo effect, the AppleTV halo effect and so on are going to be critical for Apple to increase market share.

    Apple sure as hell can innovate and produce “cooler” products faster and more secretive fashion than Microsloth.

    Plus they make tons of money doing it.

  5. “If Vista malware starts appearing in droves again . . .”

    I would say it’s even money that it’s when and not if.

    “I firmly beleive that Microsoft purposly left their previous operating system versions rather “loose” in the security sense as to generate a loyal IT workforce that would endorse it’s products.”

    Dirty tricks from a convicted monopolist? Gates would demand that you define, “loose.” Gates and Ballmers are the masters of turning a question into a statement.
    Besides, they have already single-handedly redefined “innovation.”

  6. Currently, a small percentage of distributed computing is done by Macs – somewhere on the order of 2.6%. I know the market share of Macs is higher than that, so let’s show them that we are not as stingy as we currently appear to be.

    Register, download, install and run it at:
    http://www.worldcommunitygrid.org/reg/viewRegister.do

    I have setup a team here called “Mac Daily News.”

    Using Boinc, you can join multiple projects at a time. There are other good projects to join such as Folding @ Home. Whatever you choose to participate in, we should all donate our spare CPU cycles and show the world the power of the Mac. Currently, we are looking very meager, which makes us look smug to the rest of the world. Show the world that we aren’t.

  7. I just don’t see OSX able to compete against what MS has to offer. Businesses just won’t adopt it and even semi literate computer users altogether shun it. OSX assumes you’re a total idiot and treats you like one. OSX is mainly for stupid or old folks. Something you want to buy for your grandma.

  8. You can either read the stupid comment by “jovial pc boy” or spend a couple minutes installing a grid computing client on your computer. Read the comment above “jovial pc boy” and spend a few minutes doing something useful.

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