*blink*

[kickaha]

Apple announced earnings tonight.

2.1M Macs sold this past quarter.

According to this here article at the NY Times yesterday, "Gartner forecast that Apple would grow more than 37 percent based on expected shipments of 1.3 million computers, for an 8.1 percent share of the domestic market."

Let's adjust, assuming Gartner's estimate of total sales is accurate...

8.1% = 1.3M/X

X = 16.05M

2.1/16.05M = 13.1%


...


Wow. They broke 10%, and handily. I've said for years, that I'd be thrilled if Apple had 10% of the US market, and stayed there. Now, 20% doesn't look out of the realm of reason. Dayum.

Take out massitude bottom-budget cubicle-filling PC orders, and... that's a serious chunk of the consumer market.

Just, wow.


Edit: If today's after-hours nearly 7% boost to AAPL holds, when the market opens in the morning, Apple will have a larger market cap than IBM or Intel.

Jeebus.

Comments

[georgmi.livejournal.com]

Gartner's figures from the beginning of the quarter had projected sales of Macs *and* projected total sales of PCs. When you update to actual sales of Macs, you gotta update to actual total sales as well.

Granted, total PC sales aren't included in the Apple article, and neither IDC nor Gartner is providing those numbers yet to non-subscribers. But Dell's numbers were way up this quarter too, which suggests to me that the overall market has grown at the same time as Apple's raw numbers.

My back-of-the-envelope calculations, extrapolating from IDC's* numbers here: http://news.digitaltrends.com/news/story/14535/dell_apple_see_computer_sales_gains

have a total US market of 17.85M units, giving Macs a market share for the quarter of 11.76%. Still pretty sweet, but 20% seems still out of the realm for now. OTOH, since Apple owns the OS as well as the hardware, their revenue market share is arouond twice their physical unit share, and there's your 20% right there.

*I used IDC's numbers because they looked more likely to have been updated with recent data than Gartner's, which looked eerily similar to their projections of three months ago. Also they supported my point better. :)

[franktheavenger.livejournal.com]

The real question, of course, is 'why do you care?' Beyond the 'I have stock' thing, I mean; I know for you it's more than that. :p