
{"id":678,"date":"2007-10-18T09:40:55","date_gmt":"2007-10-18T16:40:55","guid":{"rendered":"http:\/\/montaraventures.com\/blog\/2007\/10\/18\/apples-bite-of-the-market\/"},"modified":"2007-10-18T09:40:55","modified_gmt":"2007-10-18T16:40:55","slug":"apples-bite-of-the-market","status":"publish","type":"post","link":"https:\/\/montaraventures.com\/blog\/2007\/10\/18\/apples-bite-of-the-market\/","title":{"rendered":"Apple&#8217;s Bite of the Market"},"content":{"rendered":"<p><center><br \/>\n<b>Top 5 Vendors, United States PC Shipments<br \/>\nThird Quarter 2007 (Preliminary)<br \/>\n(Units Shipments are in thousands)<\/b><\/p>\n<table border=\"1\">\n<tbody>\n<tr>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">Rank<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p>Vendor<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">3Q07<br \/><\/br><br \/>\nShipments<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">Market<br \/><\/br><br \/>\nShare<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">3Q06<br \/><\/br><br \/>\nShipments<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">Market<br \/><\/br><br \/>\nShare<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">3Q07\/3Q06<br \/><\/br><br \/>\nGrowth<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">\n<p><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<\/tr>\n<tr>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">1<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p>Dell<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">5,010<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">28.0%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">5,260<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">30.9%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">-4.8%<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">2<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p>HP<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">4,346<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">24.3%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">3,718<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">21.8%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">16.9%<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">3<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p>Apple<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">1,127<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">6.3%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">973<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">5.7%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">15.9%<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">4<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p>Toshiba<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">940<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">5.2%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">805<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">4.7%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">16.7%<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"center\">5<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p>Gateway<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">865<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">4.8%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">1,009<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">5.9%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">-14.2%<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<\/tr>\n<tr>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p>Others<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">5,633<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">31.4%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">5,272<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">30.9%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">6.9%<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<\/tr>\n<tr>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<br \/><\/br><\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p>All Vendors<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">17,922<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">100.0%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">17,037<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">100.0%<\/p>\n<\/td>\n<td valign=\"bottom\" nowrap=\"nowrap\">\n<p align=\"right\">5.2%<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/center><br \/>\nThe table above was <a href=\"https:\/\/idc.com\/getdoc.jsp;jsessionid=YYPXI5RAGVL0YCQJAFDCFEYKBEAVAIWD?containerId=prUS20914007\" target=\"_blank\" >published by IDC yesterday<\/a> and shows US market share for the top 5 vendors (note: there was a global table as well, but Apple was not broken out in that table as it is not in the top 5 vendors globally.) I went looking for this information because I was struck by the photo posted below:<br \/>\n<br \/>\n<center>College Class at the Univeristy of Missouri (click to enlarge)<br \/><a href=\"https:\/\/montaraventures.com\/pix\/apple-marketshare.jpg\" target=\"_blank\" ><img decoding=\"async\" src=\"https:\/\/montaraventures.com\/pix\/apple-marketshare-small.jpg\" alt=\"Photo of classroom at the university of missouri filled with apple laptops - click for a larger image\" \/><\/a><\/center><br \/>\n<br \/>\nThis is a non-random, small demographic, a single lecture hall with a single class at the University of Missouri, but, do you think the market share is greater than 6.3% in that classroom (note that the little white dots on the laptop lids indicate that the computer is an Apple.) Also, it&#8217;s interesting to observe that this is a very young crowd, I wonder what Apple marketshare is by age group? I&#8217;m tending to think it&#8217;s skewed toward youth. When I look at Apple&#8217;s market cap of $150B I tend to think &#8220;this stock is way over-valued&#8221; but then I see an image like this and think: if Apple is dominating the under 25-crowd and the total marketshare is only 6.3%, and the iPhone and iPod continue their growth path, isn&#8217;t it possible that Apple could double or triple it&#8217;s market footprint over the next few years? An interesting thought&#8230;<br \/>\n<br \/>\nWhat do you think, is Apple fairly valued? Over-valued? Under-valued? What do you think the marketshare might look like in 5 years time?<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Top 5 Vendors, United States PC Shipments Third Quarter 2007 (Preliminary) (Units Shipments are in thousands) Rank Vendor 3Q07 Shipments Market Share 3Q06 Shipments Market Share 3Q07\/3Q06 Growth 1 Dell 5,010 28.0% 5,260 30.9% -4.8% 2 HP 4,346 24.3% 3,718 21.8% 16.9% 3 Apple 1,127 6.3% 973 5.7% 15.9% 4 Toshiba 940 5.2% 805 4.7% [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,3],"tags":[],"_links":{"self":[{"href":"https:\/\/montaraventures.com\/blog\/wp-json\/wp\/v2\/posts\/678"}],"collection":[{"href":"https:\/\/montaraventures.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/montaraventures.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/montaraventures.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/montaraventures.com\/blog\/wp-json\/wp\/v2\/comments?post=678"}],"version-history":[{"count":0,"href":"https:\/\/montaraventures.com\/blog\/wp-json\/wp\/v2\/posts\/678\/revisions"}],"wp:attachment":[{"href":"https:\/\/montaraventures.com\/blog\/wp-json\/wp\/v2\/media?parent=678"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/montaraventures.com\/blog\/wp-json\/wp\/v2\/categories?post=678"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/montaraventures.com\/blog\/wp-json\/wp\/v2\/tags?post=678"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}