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I am the founder of the Braeburn Group of independent AAPL analysts and author of the Posts At Eventide web presence. The objective of my work is to benefit readers seeking to understand Apple's financial performance and to provide a repository of information and analysis at my web presence for... More
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  • HP's Announcements May Be A Boon For Mac Sales 0 comments
    Aug 19, 2011 12:06 PM | about stocks: AAPL

    Ironically, HP's public statements about its PC division (to be jettisoned without a clearly defined plan) and decisions to discontinue webOS-based handheld products may be a boon for Mac sales. Apple is alone in the global marketplace with fully integrated solutions comprising PCs, tablets and smartphones. 

     

    The fact that the world's #1 PC maker has determined the company lacks staying power in the marketplace signals to enterprises, consumers and educational institutions the best and safest approach to safeguard technology investments is to purchase Apple products, including Macintosh personal computers. 

     

    Watch for an uptick in Mac sales through the holiday quarter in response to HP's announcements. In particular, HP's capitulation may accelerate the pace of Macintosh sales growth in the enterprise market and cement Apple's leadership in both the K-12 environment and on college campuses. 

     

    Although the pace of Macintosh unit sales growth slowed in the June quarter due in part  to a surprising level of early iPad adoption in the K-12 market, risk-averse buyers of technology products have more reasons now to consider Apple as the primary supplier of technology solutions, including Macintosh personal computers.

    Stocks: AAPL
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