Hi Mart, Yes. It truly is gratifying to see that Apple's years of making good quality software and hardware is finally winning recognition. They are currently in a virtuous circle where the operating system started by Steve Jobs at NeXT Computers if powering an unbelievable diverse and powerful range of products, and the products are all contributing to the growth of the operating system. Current rumours suggest that there will also be an Apple HD television next year -- but as always with Apple, each keynote is a revelation and a pleasant surprise.
Cheers, Carlo On 2011-04-16, at 22:27, Martin Hill wrote: > > I found this recent article from Horace Dediu of Asymco to be particularly > jaw-dropping. Just check out the graph on this web page! > > http://www.asymco.com/2011/04/14/first-quarter-pc-forecast-windows-down-2-macipad-up-250/ > > As a long term Mac enthusiast who slogged on through the dark 90s, I find > myself shaking my head in awe more and more these days as Apple does the > impossible quarter after quarter. > > -Mart > > ------------------- > > Excerpt: > > First quarter PC forecast: Windows down 2%, Mac+iPad up 250% > > Horace Dediu > > "But the most telling line is the orange line which includes both the Mac and > the iPad. In an industry where growth is usually measured in single digits, > the iPad business brings growth in three digits. > > This near tripling of unit sales is symptomatic of fundamental change that > cannot be ignored. Although some analysts contend that the iPad is not causal > to the decline in other PC sales, teasing out platforms data seems to show a > divergent view. > > The bottom line is that Windows-only computer units are down 2.0% while > OSX-based computer units are up 272% (this excludes both the iPhone and iPod > touch). > > Correlation is not causation but tests or surveys where substitution can be > proven do exist. For example, a recentsurvey shows that 77% of users reported > that their PC usage decreased after getting a tablet. It also showed that 28% > considered their iPad as their primary computer. > > So coupling the sales data with the usage data does point an accusatory > finger for the decline on the iPad. > > In addition, some vendors are being hit harder than others which also hints > at where substitution is happening. For example, IDC reports that Acer US > unit shipments fell 42% in the first quarter and 16% globally (Gartner’s > numbers are less dramatic but in the same direction). Since Acer is known for > its netbook computers it’s another telling sign of possible substitution > (Acer’s own management has indicated as much.) > > So the weight of evidence is beginning to be conclusive: the iPad is the new > PC. It should be clear by now that the iPad moves computing into new contexts > so it does not yet substitute the PC market but extends it and increases > consumption. Substitution is happening in low-end grazing type of usage, a > place where the PC was ill-fitting anyway. Incumbent vendors might actually > be relieved that the lower margin netbook is finally being supplanted and > they can concentrate on the higher end. > > Notes: Analysts like to call the iPad a “media tablet” but the same AdMob > surveyshows media consumption to be one of its least popular uses." > > > -- The WA Macintosh User Group Mailing List -- > Archives - <http://www.wamug.org.au/mailinglist/archives.shtml> > Guidelines - <http://www.wamug.org.au/mailinglist/guidelines.shtml> > Unsubscribe - <mailto:[email protected]> > -- The WA Macintosh User Group Mailing List -- Archives - <http://www.wamug.org.au/mailinglist/archives.shtml> Guidelines - <http://www.wamug.org.au/mailinglist/guidelines.shtml> Unsubscribe - <mailto:[email protected]>
