Especially if you throw in iPad sales, as yet another Wall Street analyst has done
Click to enlarge. Source: Deutsche Bank
If you look closely at the chart at right, taken from a note to clients issued Monday by Deutsche Bank's Chris Whitmore, you'll see that it has two entries for the second quarter of 2011.
Both show notebook computer sales as reported by the six largest vendors. The difference -- which Whitmore has highlighted with an orange circle -- is that the second includes iPad sales and the first doesn't.
Most analysts don't consider tablet computers real computers, but those that do have a very different perspective on Apple's (AAPL) place in the market. As Whitmore's chart shows, it's the difference between last place and first place among the six largest makers of portable computers.
The irony is that according to Whitmore, Apple is well positioned to gain on Hewlett-Packard (HPQ), Dell (DELL) and the rest of the Microsoft (MSFT) Windows manufacturers even without the iPad. He writes:
Within the computing market, we see significant opportunity for Apple to take meaningful share in the second half as the Microsoft / PC ecosystem is relatively stagnant, lacking meaningful new offerings. On the other hand, Apple will be competing with an upgraded Mac OS, new MacBook Airs (and other forthcoming Macs) and a new iPad iOS. Within the Tablet market, the iPad remains the Gold Standard as competitors struggle for mindshare and traction (note HP's price cuts on the TouchPad). Meanwhile, competing PC manufacturers have suggested Ultrabooks won't ramp in material volumes until 2012 due to challenges driving price points meaningfully below Apple's Air. As such, Apple appears particularly well positioned for more share gains heading into the back-to- school and holiday selling season.
Expects average sales of Apple's "quasi-tablet for productivity users" to hit 700,000/quarter
Photo: Apple Inc.
In early April, J.P. Morgan's Mark Moskowitz issued a glowing report on Apple's thinnest notebook computer in which he predicted that Apple would sell $2.2 billion worth of MacBook Airs in the next 12-18 months.
On Thursday he revised his estimates -- upward. Not only did the new models released last October sell like crazy in the MORE
Philip Elmer-DeWitt - Jun 16, 2011 10:07 AM ET
The research firm blames devices like Apple's for a 34% drop in its 2010 growth estimates
Apple Inc.
"We expect growing consumer enthusiasm for mobile PC alternatives, such as the iPad and other media tablets, to dramatically slow home mobile PC sales, especially in mature markets."
That's George Shiffler, research director at Gartner, Inc., giving his clients the bad news that the 15.9% growth his company had projected for notebook MORE
Philip Elmer-DeWitt - Mar 4, 2011 11:30 AM ET
Source: Morgan Stanley
Thursday night, just as a tornado -- or something like it -- was knocking down the trees that grow in our Brooklyn neighborhood, Morgan Stanley's Katy Huberty issued a report to clients with a chart (copied above) graphing the damage done to the notebook PC market over the past eight or nine months. "Tablet cannibalization" -- chiefly by Apple's (AAPL) iPad -- is at least partially responsible, MORE
Philip Elmer-DeWitt - Sep 17, 2010 6:47 AM ET
After decades of being viewed as an inexpensive, also-ran chip manufacturer, AMD is in a better position to compete. Much of that has to do with CEO Dirk Meyer.
Dirk Meyer has been good for AMD.
While it's far too early to say whether the chip company will budge Intel's stranglehold over the x86-based processor market, Meyer, who started with the company as an engineer in 1995 to work on the MORE
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CNNMoney contributor Jonathan Blum reports on the latest offerings in e-readers as part of our team coverage of the Consumer Electronics Show.
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Who'll win over consumers this holiday season? We test-drive the newest netbooks and notebooks.
This Christmas expect small computer overload -- so many options, so little time (and money). All the major computer manufacturers are coming out with lightweight 'net-connected laptops, and they're banking on big sales: The researchers at IDC expect some 160 million notebook computers to sell worldwide by the end of the year.
But which company will come out MORE
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| Bank of America Corp... | 7.95 | -0.16 | -1.97% |
| Intel Corp | 26.73 | -0.43 | -1.58% |
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| General Electric Co | 19.39 | 0.17 | 0.88% |
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