Analyst: Apple’s Mac strategy spells upside

Blowout Specials ends 2/28“Apple, which holds its annual shareholder meeting tomorrow, is enjoying healthy dollar growth in its Mac business, according to analyst firm Needham & Company,” James Rogers reports for TheStreet. “‘Apple’s discipline in holding Mac prices fairly steady in the face of plunging Windows PC prices translated into dollar share gains in the December quarter,’ wrote analyst Charles Wolf in a note released Wednesday. ‘The Apple story could contain an upside surprise if the Mac can sustain the relative growth rates it sustained in the September and December quarters.'”

“According to Wolf, Macs accounted for 10.5% of total dollars spent on home PCs worldwide during the December quarter, up from just under 4% in the fourth quarter of 2004,” Rogers reports. “Apple’s performance in the U.S. home market was even more impressive — it holds almost 20% of the dollar share.”

Rogers reports, “With a unit share of 5% and nearly 10% respectively in the worldwide PC and U.S. markets, Apple’s dollar growth bodes well for the tech bellwether’s results in 2010… The tech giant’s Mac shipments climbed 33% during the first quarter, reaching 3.36 million units. This surpassed the prior quarter’s then-record shipments of just over 3 million. During its first-quarter conference call, Apple said that its Mac shipment [growth is] double the PC market average.”

Rogers reports, “Apple, which introduced a new iMac and MacBook in October, says that it is enjoying strong demand in the education sector and also in the Asia-Pacific region, where Mac sales grew 54% during the first quarter.”

Full article here.

[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]

31 Comments

  1. @C1 The truth not only hurts but the floor that Dell keeps hitting also gives him a hard knock or two…

    There is the cheap plastic products that is his computer business, followed by his failed DellDJ effort, soon to be surpassed in stupidity for even entering a market like that just as soon as Dell releases their rebadged smartphone with Android OS on the AT&T;network…. As if Dell has a following, “cult-like” or other… Oh Michael… ” width=”19″ height=”19″ alt=”hmmm” style=”border:0;” />

  2. @large fries

    That’s a *really* good question! “Are iPads going to counted as Macs?”

    I don’t think they are considered macs, but lumped in as a peripheral device right now (iPhone, iPod, etc). They sync with your computer like an iPod or iPod touch or iPhone. They run the same OS. I don’t know how much you can really do with an iPad if you don’t already have a computer.

    Can you create an iTunes account and start a library from nothing? Or do you have to have one already created on a PC? Is there a way to get photos into the iPhoto App if they’re not synced with your computer?

  3. @beewally
    You can create an iTunes account on an iPad, and you can buy anything on iTunes Store or App Store directly from an iPad. So you can live without a separate computer for quite a bit. Photos on the iPad could be emailed to desktop, but alas, with limited storage you probably wouldn’t want to keep an entire media library on an iPad.

    To the original question, I agree, iPads won’t be counted as Mac sales.

  4. Don’t forget the Digital Hub concept, folks. The iPad is another spoke on the wheel, it’s not intended to be a hud itself. Apple is still designing around this idea.
    We’re moving into a cloud-data paradigm with a lot of the web services we’re all using, but Apple sees another level of that in your home. There is no way or reason I’ll upload thousands of RAW pictures to some service as my main database, but there’s a lot of power in having them in my own private cloud. Big data storage belongs in stable, power- and temperature-managed boxes, but access to is doesn’t have to be so cumbersome.
    The iPod is one way to interact with that data that’s not a typewriter, Apple TV is another.
    And the iPad will be yet another satellite you can use in unique ways. It’s a purpose-built tool for data use.
    And there will be more.

  5. I was just watching Modern Family on Hulu.
    A lot has changed in only a few short years. I’ll still have a couple of useless 20 mb SyQuest cartridges around.

    And C1: “t’s not intended to be a hud itself.” – which would preclude Paul Newman?

    The man with the barbed wire soul!

    ” width=”19″ height=”19″ alt=”kiss” style=”border:0;” />

  6. @ MacTony

    I tried to tell him not to get back on that horse.

    “I was riding a horse, and the horse slipped and fell, and, of course, if you are on a horse, and the horse falls, you usually fall,” Dell told the OracleWorld attendees in San Francisco. “The horse fell on my leg, and it didn’t feel too good, but I will be alright.”

    I wonder if the plants in his office dry out really fast…
    But never mind. Indeed, when the horse falls, you usually fall. Sometimes you might even jump. Ask Akio Toyoda what that means. Of course in the country, leaders of failing companies are less likely to Do The Honorable Thing, opting instead for a cushy golden parachute (or in this economy, golden power kite) to float gracefully into obscurity. Or reality TV, whichever is more sad.

    I think Mike would make a mean Swamp Logger.

  7. blatant digression:

    I don’t have to wonder when I’d use an iPad. Its now. It’s *right* now, when I feel like Commenting and Reading Stuff, and I have a couple of email conversations going on and I’m looking at news… but I want to be out in the front room.
    I don’t have a laptop, and when I did it was nice, but it still wasn’t really portable enough. It’s still production to carry one around.
    Doing any serious writing on the iPhone is preposterous (especially in MDN’s tiny text box) but I wonder how a full-size touch pad will fly… Accessory keyboards are obviously an option… Still wondering about the practicality of that. Is it going to be cumbersome to put iPad and keyboard in a bag and go to the coffee shop? Doesn’t seem like it will… hmm…

    /digression

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