“When Apple opened its iPhone to software developers last week, as well as enterprise clients, I surmised then that that the strategy could lead to the same kind of ‘halo effect’ that iPod enjoyed,” Jim Goldman reports for CNBC.
“And that could be a boon to Apple. As more and more enterprise clients adopt iPhone as a worthy alternative to the BlackBerry from Research in Motion, they may come to the same conclusion that Mac offers a compelling alternative to anything Windows based,” Goldman reports. “It’s something Pacific Crest’s Andy Hargreaves has been out in front of as well, and he’s out with a compelling note this morning that quantifies just how important all this could be to Apple’s broader strategy and market penetration.”
“He says today that IT and reseller checks suggest Mac’s enterprise penetration is growing. While we’ve had indications of that in the past (there’s no way that those 2 million Macs a quarter are being sold ONLY to consumers), this is one of the first times where we’re starting to see the Street recognize Mac’s enterprise reception. He writes that large enterprise contacts believe ‘Mac usage could grow 2x-3x over the next two years’ and that iPhone create ‘dual halo effect that drives enterprise Mac sales.’ He also reports that the new Macbook Air is attracting Mac and Windows corporate users,” Goldman reports.
“Just how important is the enterprise to Mac? Hargreaves says a 1 percent enterprise share gain ‘should add about 25 cents’ to Apple’s EPS,” Goldman reports.
More in the full article here.
Wow, 1%!
i’ll take that 1%!
It’s a shame Apple needs products like iPod and iPhone, for people to consider buying Macs.
@JAYGEE:
No, it’s a shame that there are so many brainwashed lemmings like Zune Tang “™” and his lackies who continue to buy crap with the Redmond Tax.
— Hano
It’s not Apple’s fault rememver that there are a lot of IT Nazi’s who will do anything to keep ANY Apple product away from employees
I would think Apple’s got to improve its file system before this will happen. Rumors were heavy that Apple would provide Sun’s ZFS file system on its next OS, but it didn’t appear in 10.5. A move to ZFS will be huge news and open many doors if and when that happens. Hopefully, we’ll see a development like that soon.
JAYGEE – I agree, it is a shame.
I’ve been following this website since I bought my iPhone (day 1) last year. I’m a Microsoft .NET developer by day, and an avid PC Gamer/PC Assembler by night.
So I definitely had very little interest in Macs before the iPhone. But my iPhone has changed all that. I absolutely love the iPhone. It’s interface, it’s simplicity, it’s powerful web browsing… and now it’s finally going to get awesome games that will put my PSP to shame
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So, I finally did it. Yep, that’s right, I made the switch Monday. I bought my very first Mac, in the form of a Mac Book. I’ve already got it setup as my primary machine at home, for mail, surfing, itunes, etc. And it hasn’t even crashed on me once. I even wiped out my iPhone, and re-synced all music and movies on it, which usually takes about 4 or 5 iTunes lock ups on my PC before it will get all of it on there. I have a wireless bluetooth logitech mouse that has always caused me problems with my PC’s, but it worked flawlessly on the Mac it’s first try. Needless to say, I’m liking what I’m seeing so far.
I’ve now even installed XCode, the iPhone SDK, and I’m learning Objective-C. I like Objective-C, the concepts are similar enough to C#, although much more like C++. However, I just don’t think XCode is as good or as powerful as Visual Studio. But I’m going to hold off on my final assesment on XCode for a bit longer.
Hooray for me and Apple! If you can convert a Microsoft developer and gamer, basically the ultimate enemy, into a Mac fan, you’re doing good this year.
Well, that 1% turns into $10 per share, if you use a 40x forward multiplier.
@ Yo
Glad to hear you’re loving your Mac. OS X is currently the best OS, and see it being on top for a while to come.
My Mac has only crashed fully once in 8 month, since I bought it, so it’s doing well.
I’m not a developer, but I see another reason the iPhone SDK will be huge is that as developers write for the iPhone, their software becomes an easy port for the Mac itself. All of a sudden, corporations that create critical software for use on the iPhone will have an easy path for adoption of Macs for corporate desktops.
“I like Objective-C, the concepts are similar enough to C#, although much more like C++.”
Yet another thing Microsoft “stole from Apple” (though in Microsoft’s defense, Apple bought it when they got NeXT and alot of the OO concepts of Java are also based on Objective-C).
“However, I just don’t think XCode is as good or as powerful as Visual Studio. But I’m going to hold off on my final assesment on XCode for a bit longer.”
I’ll admit, I haven’t used Visual Studio in years and years, but last I did I was somewhat less than impressed. That said, I’m a long time Mac user/developer who was forced to use it to try to track down a bug in some Windows code while the Windows developer was on vacation.
About the only thing I liked was the code completion and the ability to look up APIs, which neither Xcode nor Project Builder nor CodeWarrior had on the Mac side. Xcode now does, so that’s helpful.
I’m sort of curious, since I haven’t used Visual Studio for a long time and I’m therefore ignorant, what exciting things Visual Studio has that Xcode doesn’t?
Anybody who makes money on Apple’s stock probably owe’s Jim Goldman a cold beer. He seems to be a huge fan of Apple, and does whatever he can to push AAPL higher….
Welcome!!!!
Perfect the Mac is not.
But compared living in the Micros**t world, it’s pretty close.
I would think Apple’s got to improve its file system before this will happen. Rumors were heavy that Apple would provide Sun’s ZFS file system on its next OS, but it didn’t appear in 10.5. A move to ZFS will be huge news and open many doors if and when that happens. Hopefully, we’ll see a development like that soon.
Do me a favour!
Most of the corporate world currently stores its data on NTFS volumes, so HFS+ is more than a capable competitor in that world. Especially in the world of the average company, which is about 18 seats in the UK and 35 seats in the USA.
Even if you extend your view to the upper end of the SME/SMB market, the likelihood is that the IT strategy is so bound up in the Death Cult of Microsoft to an extent that ZFS is just another TLA (three-letter acronym).
Slowly converting an IT department in the City of London as we speak. Four down, with another six declaring a Mac as their next purchase. Still another twenty or so to go, but their resistance is futile.
Funnily enough, it was Sspaces that did it. Just pulled up the four spaces with my hot corner, dragged the notes I was taking in NeoOffice to a clean space, looked up, and everyone round my side of the meeting table was sat staring at my screen with their mouths open
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@ Yo –
Welcome to Apple Mac environment mate, wishing you all the very best for the future.
But ZFS did make its debut in 10.5 it simply isn’t yet ready for prime time. However it is there and ready and waiting to become the prime file system over time.