On Fri, May 13, 2011 at 2:57 AM, Josh Berry <[email protected]> wrote:
> Chiming in to agree with Cédric. Though, I will say I think I have a > slightly different view. I will grant that Apple is likely doing > better in every way than any single PC maker. I wouldn't even be > shocked if they are competing on volume with the best of them. What I > don't think is that they are beating them all combined. I guess this is the same as Cédric's point about Apple needing at least 50% of the market. But I don't see why both of you see this as the *only* metric that matters. My point is that this "war" isn't being fought on a single front. I suggested four fronts on which I think Apple is winning or extremely competitive: profit, mindshare, hardware market share and software ecosystem. Cédric wants to reduce the whole thing down to OS market share, in which Apple is obviously way behind (has Windows 7 increased the Windows installed base?). My objection is that is creates a really weird analytical framework in which the biggest and fastest-growing consumer electronics company in the world "is nowhere near [winning] as of today". Last year, Apple hardware (Mac + iPad) grew 187%. If they can grow by 50% this year and HP continues its downards trend, they'll be on the cusp of being the #1 manufacturer. So, as far as manufacturers go, they actually are near winning as of today. Kirk is right to ask how long this can go on, but right now the only thing limiting their growth seems to be how many iPads they can produce. Moandji -- You received this message because you are subscribed to the Google Groups "The Java Posse" group. To post to this group, send email to [email protected]. To unsubscribe from this group, send email to [email protected]. For more options, visit this group at http://groups.google.com/group/javaposse?hl=en.
