Piper Jaffray expects Apple Computer’s Macintosh platform to gain share in the personal computer market over the next two to three years.
“Piper Jaffray cited the iPod halo effect, ‘continuous innovation leading to highly functional products at realistic price points,” and security and performance issues for PCs based on Microsoft Windows. The research firm said, ‘It is important for investors to keep in mind that minimal upside to Mac market share estimates could have a significant impact on Apple’s overall results,'” Forbes reports.
“Piper Jaffray also said that assuming “immaterial” market-share gain over the next eight quarters, Macintosh’s market share could rise to 2.3% in calendar 2006 from 2.0% in calendar 2004. However, minimal upside to those “conservative” estimates would have a significant impact on Apple’s overall numbers, Piper Jaffray said. ‘Specifically, we believe that if Apple could grow its market share from 2.0% in calendar 2004 to 3.5% in calendar 2006, the incremental add to our existing earnings-per-share estimate would be 30 cents, or 25%,’ the firm said,” Forbes reports.
Full article here.
Related MacDailyNews articles:
Microsoft’s lack of momentum, malaise won’t end anytime soon – March 16, 2005
Apple Q2 Macintosh shipments expected to outpace personal computer industry – March 15, 2005
BofA analyst: Mac mini likely to significantly strengthen Apple’s market share – March 14, 2005
Apple’s Australian Mac sales surge a massive 49.1 per cent, share jumps from 3 to 4.1 per cent – February 21, 2005
Apple’s Mac is not doomed to small market share forever; the ‘Ignorance Lag’ is ending – February 11, 2005
Analyst: Apple Mac worldwide market share could increase to 4.5 percent by end of 2006 – January 24, 2005
Mac mini is going to dramatically improve Apple’s share in the personal computer market – January 23, 2005
Apple shows strong Mac shipment growth, market share gains in fourth quarter 2004 – January 19, 2005
Report: Apple gained significant market share of computer industry during past quarter – January 12, 2005
Piper Hooray — another firm underestimating my beloved Apple. Yesssssss. But really, who can argue with these analysts. I mean, they have such a good track record. Right! Jimmy the Greek picked games better than these guys. Seriously, what do you call a meeting of investment analysts? The blind leading de blind. No, I keed, I keed. But I mean, come onnnnn . . . Apple will be at 5% market share within two years. Yessssssss. You know it’s true. And all the others will see their market share drop faster than my nutsack on a Saturday night! Hey, I keed . . .
Okay, not this time!
Ohhhhhh . . . looky, looky. “First post”, I believe it’s called.
Yessssss. That’s what all the nerds around here like to say, isn’t it? But you know something, it doesn’t feel that special when it finally happens to you. Know what I mean? Yesssssss. Kind of like de first time you ever went to buymusic.com on a Mac. Remember them? Hey, I keed. No, but seriously — “First post” and everything . . . so what do I win?
Our complete admiration Triumph- but you’re sounding an awful lot like Gollum.
go away.
Hey Grandpa, the check is in de mail. He-he-heeeyy. Yes! And stanleyspam, I love you, too. No, but seriously — thanks for playing. For you we have some lovely parting gifts . . .
FOR ME TO POOP ON!
I agree with Triumph (!). I think these estimates by these “experts” are far too conservative. Once Apple ramps up fully on the Mac mini, for instance, I think we’ll see a much steeper ascending line on that graph. And if new G5’s eventually appear, that’s yet another hole plugged . . .provided they’re not overpriced. And then there’s the Motorola phone with iTunes capability -Man, it just seems as though Apple’s hitting on almost all cylinders. (Hopes the other shoe doesn’t drop anytime soon!).
Hey, “stanley” —- lighten up! It’s hump-day, after all.
Yawn. Did the REAL first post ages ago.
Honestly. Some people just have no panache….
“I agree with Triumph (!). I think these estimates by these “experts” are far too conservative”
Actually, when it comes to stock markets, it’s GOOD that estimates like these are conservative. The stock tends to go up when companies exceeds estimates, and tends to drop like a rock if companies only meet or miss estimates. Which situation would you rather have?
The important thing is that firms following Apple have finally shaken loose of any Apple bias they may have had, and are recognizing Apple is a company with strong growth.
Gotta love Apple’s potential in the market these days. Lets see, if Apple doubles its market share from 2 to 4, thendoubles it again from 4 to 8, then doubles it again from 8 to 16, and from 16 to 32, well, that would be sweet. Can you imagine Apple having 32 percent marketshare? I can. I know its a long way off, but I can see it happening…
By 2006, more than today, the expression “market share” will be a non sense. Market share of what? Big computers, personal, car computers, music, videos, software,… or what?
Triumph — u so funny
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“I keed, I keed” — hehe… so kewt
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NewType: “Actually, when it comes to stock markets, it’s GOOD that estimates like these are conservative. The stock tends to go up when companies exceeds estimates, and tends to drop like a rock if companies only meet or miss estimates. Which situation would you rather have?”
Good point. I agree. Always “wow” them when they don’t expect it. So far Apple’s done that pretty consistently. The trick’ll come when everyone starts expecting Apple to dominate in whatever they do. Here’s to hoping that the first “failure” isn’t all that dramatic.
Apples market share wont go anywhere unless they port OS X to x86.
Ok, so “everywhere” is the new name for “hell”? I don´t think porting anyway is a good idea right now, and I think I´ve got Steve with me om this one.
Kernelpanic: Don´t panic, enjoy your PowerPC-only OSX instead.
MW: Evidence, as in evidence needed to prove that porting to X86 won´t destroy Apple.
…I meant anywhere, not everywhere. F***in alcohol disturbin my brain.
MW: this, as in “this si one stupid post”.