Macs walked out of Apple Stores at the rate of 10.1 per hour, up 23% from 2010
Piper Jaffray's Gene Munster spent the day after Thanksgiving as he has every year since 2008: standing in an Apple (AAPL) retail store counting sales. The results are summarized in the chart at right (typo his).
In eight hours, he (or his team) watched iPads and Macs walk out the door at the rate MOREPhilip Elmer-DeWitt - Nov 28, 2011 5:30 AM ET
Their PC shipments grew by double digits while the broader market fell more than 11%
Even without counting the iPad, Apple (AAPL) gained smartly on the major personal computer vendors in Europe last quarter according to a report issued Monday by Gartner, Inc.
While the broader market for PCs fell 11.4% in the quarter, Apple's Mac shipments grew 19.6%. Only Asus, which specializes in Microsoft (MSFT) Windows-based notebooks, grew faster.
Otherwise, writes Gartner's MOREPhilip Elmer-DeWitt - Nov 14, 2011 12:14 PM ET
A story -- just one story -- from the 1995 "lost interview" showing at theaters tonight
Steve Jobs really turned on the charm for Robert X. Cringely in the newly rediscovered 70 minute interview shot for Cringely's 1996 PBS special "Triumph of the Nerds" and showing in 19 U.S. cities tonight.
My favorite part part is when Jobs answers the question "What's important to you in the development of a product?" with a MOREPhilip Elmer-DeWitt - Nov 11, 2011 11:24 AM ET
Wall Street's first Apple evangelist -- and the former chairman of Compaq -- reminisces
The 140-word Wikipedia entry on Benjamin M. Rosen hardly does him justice. For more than a decade -- starting in 1980 when he left Morgan Stanley and co-founded Sevin Rosen Management -- Ben Rosen was personal computing's most influential power broker, a visionary financier who backed dozens of high-tech start-ups, including Compaq, Citrix, Cyprus, Lotus, Silicon Graphics MOREPhilip Elmer-DeWitt - Oct 23, 2011 8:21 AM ET
Setting the stage for a monstrous Christmas selling season
It's been a busy fortnight for Apple (AAPL), between the Let's Talk iPhone special event, the death of Steve Jobs, the launch of the iPhone 4S and Sunday's star-studded memorial service. Next week we'll get the worldwide laydown of Walter Isaacson's Steve Jobs, the only biography written with Jobs' cooperation, launching another round of media overkill (starting with next Sunday's 60 Minutes).
But today is about MOREPhilip Elmer-DeWitt - Oct 18, 2011 8:35 AM ET
We're averaging the Q4 estimates of the six analysts with the best track records
The chart at right, which compares Apple's (AAPL) reported earnings for the past six quarters with estimates made in advance of those reports, shows that some analysts are better at predicting the company's results than others.
Specifically, a group of independent analysts we've been calling -- for lack of a better term -- "the bloggers," have consistently out-performed MOREPhilip Elmer-DeWitt - Oct 17, 2011 7:11 AM ET
On this one, most analysts agree: Summer '11 was even bigger than Christmas '10
The Mac was one of the few products that failed to live up to expectations in the June quarter (Apple's fiscal Q3). Analysts were looking for sales of 4.2 million. What Apple (AAPL) delivered was 3.95 million.
That's not likely to happen again on Tuesday, when Apple reports its earnings for fiscal Q4.
Everybody seems to agree that MOREPhilip Elmer-DeWitt - Oct 16, 2011 10:23 AM ET
IDC gives Apple an even bigger edge, with Mac's U.S. shipments outpacing PCs 80 to 1
Tim Cook may not have seen the latest numbers. Or perhaps he's just more modest than Steve Jobs was. But he understated matters somewhat when he told the press last week that the Mac outgrew the PC market almost six times in the year ending in June and that it had outpaced its competitors every MOREPhilip Elmer-DeWitt - Oct 13, 2011 7:25 AM ET
Net Applications shows a 25% increase in Apple's global desktop share in fiscal 2011
"Mac gets back-to-school bump" is the headline of a brief report Saturday in Net Applications' September survey. It notes that Apple's (AAPL) share of desktop usage, as measured by visits to its clients' websites from machines running OS X, rose 0.42 percentage points in September to a record (for Apple) of 6.45% worldwide and 13.7% in the MOREPhilip Elmer-DeWitt - Oct 1, 2011 8:16 AM ET
But phone and tablet sales are weaker, and 32% brought a TV to school, down from 73%
A relatively small survey from Hudson Square Research -- 158 students in eight U.S. colleges and universities interviewed over the past three weeks -- nonetheless yielded some striking results. According to a note to clients issued Monday by Hudson Square's Daniel Ernst:
69% of returning students said they spent less than last year on technology MOREPhilip Elmer-DeWitt - Sep 19, 2011 3:54 PM ET
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