Can Apple’s Mac Get Its Mojo Back?
Although sales of Apple’s (NASDAQ:AAPL) Mac line saw an “astonishing” collapse in the December-ending quarter, things are likely to look up for the computer in the current three-month period, says Needham & Co. analyst Charlie Wolf.
Wolf notes in a letter to clients on Friday that Mac shipment growth fell below overall PC shipment growth in all geographic regions and segments in the last quarter. It had outgrown the overall PC market for 26 consecutive quarters until December.
“There was absolutely not one iota of positive news in the Mac shipment numbers,” writes Wolf, according to AppleInsider. The largest share of the blame for the drop has been given to the new iMac line, which Apple started selling in December, but supply constraints for which have lasted even until this year.
However, as per the observation by the NPD Group this week, there are signs that iMac availability is improving. The research firm said U.S. Mac sales were up 31 percent year-over-year in the month of January…
Wolf says the trends look promising for Apple to surpass the overall PC market once again in the March quarter.
However, the analyst also warns that Microsoft’s (NASDAQ:MSFT) new Windows 8 operating system may pose some danger to Apple’s Mac sales. The new software may be a “major test” for the Mac, even though its user interface was still unproven.
“It’s conceivable that desktop users will eventually fall in love with the [Windows] new interface,” Wolf writes. “In the meantime, however, [Windows 8] Metro involves a steep learning curve.”
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