“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.