RealMoney: Apple’s iPod Halo Effect ‘quite profound,’ Macs taking good market share from Wintel
Monday, June 27, 2005 - 10:25 AM EST"Apple increasingly looks like it is as good a short-term trade here as it is a long-term investment... pretty much every indicator and check that I can find confirms that the magnitude of the halo effect is quite profound, and that any impact that the [Intel] processor transition is going to have won't affect that magnitude except on the extreme fringes. Indeed, I think Apple has cooked itself up a heckuva strong quarter yet again, and that it's going to sail past the Street's estimates and raise guidance going forward." Cody Willard writes for RealMoney.com.
"Several brokers and independent research shops have reported that field checks indicate Apple is taking some good market share from the (heretofore) Wintel monopoly. Most recently, on Wednesday, research outfit NPD released its data for retail and distribution PC sales in May, and reported that Apple's unit sales were up 79% year over year for May," Willard writes. "While NPD's research doesn't include sales from Dell (the PC leader sells only direct to end users and doesn't sell through retail and distribution channels), it's crystal clear that Apple is taking all kinds of market share from everyone else. A simple glance at Amazon.com's computer best-seller page further confirms the Apple computer boom. That page is updated hourly, and you can check back there pretty much anytime, and Apple is going to be at least seven out of the top 10 sellers."
Full article here.
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CSFB: Apple Computer 'the big winner' in May retail PC sales - June 23, 2005
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