Part of Paul’s job is apparently to give Apple little to no credit for anything, especially sales. Lately, he’s almost had to work when the quarterly IDC and Gartner data comes out because it shows Apple is rising rapidly in the US.
This time around, Paul decided to ignore the US altogether. Brilliant!
Here are highlight’s from Paul’s “analysis” of the latest figures:
“…many are pointing out that Apple has rebounded in the US and is now in the top five in that market. (Apple doesn’t factor into the charts for worldwide sales, which includes many low-price markets that Apple either doesn’t sell in or doesn’t sell well in.)”
Why does Paul explain parenthetically why Apple doesn’t factor into the charts worldwide? To minimize the fact. He needs to do it this way because he’s going to base his analysis on the very worldwide figures for which he knows exactly why Apple doesn’t rate highly.
Apple does not sell $299 PCs in third-world countries, so their share will always lag on the global scale. Period. Since the market share of such machines brings next to nothing in terms of actual profit, it’s nothing but bragging rights anyway, and Paul knows this well. Still, he’s trying to show that Apple is somehow not growing rapidly in computer sales, and if he uses US data, well, that would be impossible.
“According to IDC, Apple is the number 4 PC maker in the US, behind Dell, HP, and Gateway, with 5.6 percent of the market. (Apple-friendly publications have reported this event as “Apple poised to become number three PC maker in the US” as the company was barely outsold by Gateway in the quarter….”
Why would it have to be “Apple-friendly publications,” Paul? Why wouldn’t any rational person come to this conclusion? It’s obvious. Apple and Gateway are “tied” in percentage at 5.6% with Gateway getting the nod for a few more units shipped. Apple’s #4 and climbing. This is clear to anybody.
“…I suppose it’s inconceivable that Gateway might also experience a sales surge, but whatever.) Because Apple does not provide US-only numbers, this is unreliable and thus less interesting to me.”
A Gateway sales surge? Are you serious? Gateway is fading, or did you miss that? Dell has a better shot at a sales surge than Gateway. Meanwhile, lately Apple’s US figures have consistently increased at a higher rate than the PC industry. Gateway will need a lot more than a “sales surge” to defend the #3 slot. Interesting that you don’t seem to know this.
Further, you ignore the Gartner/IDC numbers for Apple because, even though they’re good enough for PCs, they’re “unreliable” for Apple. Right. Let me translate: “Because these numbers — as they have for the last few quarters — support the fact that Apple is selling at a much faster pace than the PC industry in the US market, where they’re actually making profits instead of selling loss-leaders, I’ll blow them off with a wave of my hand.”
The rest of the post is about worldwide share. It’s all about Lenovo, Acer, etc. Having blown off Apple’s continued great showing in the US, he can forget about them.
Personally, I hope HP, Acer, etc. think like Paul and assume a “there’s nothing to see here” attitude towards Apple’s US sales. I don’t think that’s the case, however, since they’re expected to provide results (measured in profits, not share), which must factor in those skyrocketing sales.
What’s most amazing about Apple’s US sales — and I have to point this out since Paul ignores those sales totally — is that there have been no new Macs to fuel the continued growth, and no seasonal factors (e.g., back to school, holidays) that explain it either. Sure, the Macbook and Macbook Pro lines were refreshed, but that’s not much different than what the PC boys were doing as well. Rather, this is a bona-fide growth trend from people either fed up with alternatives or pulled in by the iPod (and soon iPhone) “halo.” Bottom line is clearly more and more people are considering Apple.
If the rumored new iMacs are any good (very likely), combined with the back to school season coming up Apple could be in for a killer upcoming quarter! But don’t expect Paul to let you know about it when that happens.