Money gets tight. Buyers get picky. Price-sensitive consumers -- the kind Steve Jobs and Apple famously "choose not to serve" -- start shopping for bargain basement PCs and Taiwanese netbooks. Mac sales plummet.
That's the conventional wisdom. Or at least that's the line Morgan Stanley's Kathryn Huberty pitched in September -- when she lowered Apple's (AAPL) rating twice in two weeks -- and reiterated last week, when she earned the distinction MOREPhilip Elmer-DeWitt - Dec 21, 2008 9:02 AM ET
Apple's (AAPL) slice of the Internet pie grew measurably in November as both the Mac and the iPhone hit record numbers in a Net Applications Web survey issued overnight Monday and updated Monday morning.
At the same time, Microsoft's (MSFT) Web presence crossed two psychological barriers, with Windows' Internet share dropping below 90% for the first time and Internet Explorer's market share retreating to less than 70%.
The Mac's share of Web MOREPhilip Elmer-DeWitt - Dec 1, 2008 10:57 AM ET
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