米国内の教育機関向けのNotebookの販売で、アップルが遂にデルを抜いて一位となる。
最近とったアンケートによれば、49％の大学生はMacを買う予定だと言う事である。
最近の米国のシェアは8.5%位だったので、新しい結果が楽しみ。
これから、新しい購買層への浸透や、新興諸国への販売網拡大にあたり、価格が低いモデルが出ると予想される。アメリカに於けるライバルは所詮HPとデル、BMWがGMやFORDと勝負する様なもの。
Apple has become the top supplier of notebook for the educational institutions. This is a huge jump. Parents who could afford will be buying their children Macs for sure.
In a spring survey of college students planning to buy notebook PCs this year, 43% said they were looking to get Apple laptops. It was far and away the No. 1 brand, with almost twice the response rate of No. 2 vendor Dell, which got 22%. Apple's turnaround with students has been phenomenal. The Company has become a hip, cool brand due to the halo effect of its iPod line, and iPhones. It should be also noted that the consumers are increasingly learning that Macs are durable and more reliable.
Still, AAPL is a distant No.2 to Dell in the US education PC market because of Dell's strength in desktop PCs. In the first quarter, Dell had 38.4% of the overall market to Apple's 22.8%. This mean Mac desktops still have a room to grow. In recent quarters, AAPL has been outpacing the overall PC market by a wide margin. In the June quarter, Mac unit sales rose 41% yoy compared with the industry rate of 15.3%.
Now, AAPL has implied that it will go after more market share. Does that mean they will go after those who were not traditionally their target customers by lowering prices of MacBooks and iMacs? Some old school Mac fans don't like that idea... Some investors don't like that idea because it will have a negative impact on gross margin....
AAPL seems to get its groove back last week gaining about $10. Will this momentum continue? Will it break out of $170 next week? Next week is an option expiry week. It will be heavily manipulated. Max pain of AAPL is at 160, and interestingly QQQQ's max pain is at 45 (more than 5% below the current price). Would the market makers use AAPL to take down QQQQ like they did last month?
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