Comments on: Apple’s US PC Growth is Even Better Than It Seems

By: IDC Numbers: Apple’s Doing Just Fine, Thank You

IDC Numbers: Apple’s Doing Just Fine, Thank You — Thu, 16 Apr 2009 17:01:36 +0000

[...] first thing you have to do, as I’ve argued before, is pull Apple out of the “PC” mix, so Apple (Mac) can be compared against all the [...]

By: Jared

Jared — Tue, 04 Nov 2008 18:37:50 +0000

@Mo:

In the last year, AAPL is down 40%, while the entire Dow and NASDAQ are down 30% year over year. In the past five years AAPL is up 870%, DJIA down 2% and NASDAQ down 8%. In the last month, AAPL is up 14%, DJIA down 7% and NASDAQ down 8%. In the last month, Acer went down 11%, in the last year, Acer went down 33%, and in the last five years, Acer went down 14%.

By: Mo

Mo — Sun, 19 Oct 2008 04:15:07 +0000

And yet…Apple share price has tanked to HALF. Must be a conspiracy!!

By: KenC

KenC — Sat, 18 Oct 2008 01:15:49 +0000

Wow, Mark, hypocrisy at its finest. You compared Apple’s absolute share growth in the total market, 2%, to Acer’s growth compared to itself, 47%. What a numbnut!

Each 1% share growth is worth about $1B in actual profit for Apple. Tell me how much Acer’s 47% growth against itself, was worth in profit?

By: Sean

Sean — Thu, 16 Oct 2008 23:49:29 +0000

@Mark
Lies, damn lies, and statistics. Growing your market share by 2% from 6% to 8% is growing your share by 33%. Why is +2% of total market share more ‘real’ than +33% of Apple’s previous share of the market? In the ‘real’ world Microsoft is in the middle of a $300,000,000.00 campaign attacking Apple for its advertising!

Oh and Acer sells computers so popular with people with the affluence to choose the computer they want, that Acer isn’t even in the top 3 in the U.S.!

Have a ‘real’ day.

By: Tom Reestman

Tom Reestman — Thu, 16 Oct 2008 23:14:19 +0000

Mark,

A “mere” 2% is excellent when you’re in single digits to begin with. Apple’s close to 10% in the US and over 3.5% worldwide. Those are up significantly from five years ago, and even last year, and the trend continues to climb at ever-faster rates.

THAT is the reality; thanks for helping me point it out.

By: Mark

Mark — Thu, 16 Oct 2008 21:37:32 +0000

Meanwhile, back in reality Apple’s US share grew by a mere 2% in a year despite an advertising campaign costing millions which concentrated on its competitor’s weaknesses rather than its own strengths.

Oh and Acer grew by 47% worldwide whilst Apple still don’t register in the top 5 manufacturers.

Have a nice day!

By: Ken

Ken — Thu, 16 Oct 2008 18:49:54 +0000

ice analysis-thanks

Mac Marketshare sales numbers are also skewed by 2 remaining factors.
1. Apple users tend to keep their computers longer-thus re-purchase less often.
2. Many Apple users have a PC at work, thereby offsetting the Mac they bought for home.

By: Blad_Rnr

Blad_Rnr — Thu, 16 Oct 2008 17:58:57 +0000

Exactly! Good catch.

By: Panny

Panny — Thu, 16 Oct 2008 16:22:03 +0000

Very clever and fair observation.