Wednesday, February 18, 2009

Apple's Mojo


Apple's Mac mojo is missing. If you find it, please give it back to them.


According to NPD data being quoted in various Wall Street research, Apple Mac units were down down 6% y/y in January vs. a total market that grew units 2% y/y. In August, September and October of last year, Mac units grew 21%, 15% and 28% respectively.

Apple's continued ascension and enduring position in the music market is almost assured for the foreseeable future. The phone franchise continues to thrive. Further gains in PC market share ore the most obvious way that Apple can make another big leap forward.

The lack of big virus attacks of late can't be helping. Rock bottom PC prices are a headwind as well.

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