Philip Elmer-DeWitt ▪ January 16, 2012

Counting tablet PCs as personal computers, Apple is about to overtake Hewlett-Packard and become the world’s top personal computer vendor. All should be known soon when Apple reveals holiday quarter earnings in a conference call with analysts scheduled for Tuesday, Jan. 24.

HP CEO Meg Whitman was first to admit that such a turn of event neither would nor be entirely unsurprising given Apple’s lead in the post-PC world. Whitman said back in November, “It’s possible if you integrate tablets.” Fortune’s Philip Elmer-DeWitt wrote that, based on a poll of 42 analysts, iPad sales could hit the 14 million mark, a notable increase over the 11.12 million iPads sold during the September quarter.

Fortune’s estimates range from 11.7 million (Hendi Susanto of Gabelli & Co) to 19.47 million iPads (Alexis Cabot of the Apple Finance Board). According to research firm Gartner, HP shipped 14.7 million PCs in the last quarter, down 16 percent from a year ago.

Now, Apple in this last quarter cleared 4.89 million Macs, and its holiday sales are estimated to exceed 5 million units. Combined, iPad and Mac will have sold over 20 million units during the holiday quarter, enough to give the Cupertino, Calif.-based technology powerhouse a few million units lead over HP, the world’s leading computer vendor.

Estimated unit sales translate into a 17.6-percent market share for Apple versus 13 percent for HP, representing a landmark achievement by any measure. Again, that’s assuming tablets are counted as personal computers. As noted by Asymco’s Horace Dediu, Apple has never held the top spot. Its Apple II system peaked at 15.8 -percent share in 1984 and the Mac peaked at 12 percent in 1992. Interesting that Lenovo CEO praised Apple last week, saying about Android on tablets that “We still need to learn something, we still need to improve something”.

expand full story

Philip Elmer-DeWitt ▪ January 9, 2012

An interesting occurrence happened this morning: In a run up to Apple’s Q1 2012 earnings call, and amid a steady flow of 2012 Consumer Electronics Show announcements where Apple traditionally does not exhibit, the company’s share reached an all-time high by passing $427 a share for a market valuation of $398 billion (Exxon Mobile is at $408.86 billion). As noted by Fortune’s Philip Elmer-Dewitt, the company passed the $426.70 mark it hit briefly one day in mid-October

Interestingly, several analysts boosted their iPhone estimates for the December quarter. Goldman most notably upped their iPhone estimate to 31 million quarterly units, up from the previous 30.2 million estimate. Needham significantly increased their previous 28 million units projection to 32 million units.

By the way, the Apple iPhone turned 5-years-old today. On this very day five years ago, Steve Jobs took the stage at MacWorld Expo to announce the original iPhone. The rest, as the saying goes, is history…

expand full story

Philip Elmer-DeWitt ▪ October 28, 2011

Philip Elmer-DeWitt ▪ October 27, 2011

Philip Elmer-DeWitt ▪ August 16, 2011

Image courtesy of Simon & Schuster. Click for larger.

The official Steve Jobs biography, which is based on forty interviews and set for publication by Simon & Schuster November 21, sports the memorable front cover shot depicting Apple’s leader touching his guru-like beard, his eyes piercing intensely at the camera and eyebrows slightly lifted as if he is imagining Apple’s next big thing. That image, also found on Apple’s recently revamped PR website under the Apple Leadership section, is the Albert Watson portrait taken in 2009, author Walter Isaacson revealed in a private email exchange with Fortune’s Philip Elmer-DeWitt. The back cover?

The back is a Norman Seeff portrait of him in the lotus position holding the original Macintosh, which ran in Rolling Stone in January 1984. The title font is Helvetica. It will look as you see it, with no words on the back cover.

More important to Apple fans, the earlier than expected book launch – which had been originally pinpointed for March 6, 2012 – has nothing to do with the state of Steve Jobs’s health, Isaacson told Fortune’s Elmer-DeWitt. Apple’s boss has gone on an indefinite sick leave in January 2011, his third health-related leave of absence from the company he co-founded. Here’s from Isaacson:

It’s actually not related to any decline. I turned most of the book in this past June. It’s now all done and edited. The March 2012 date (or whatever date it was) was never a deeply-considered pubdate. Like the original cover design, it came about because the publisher wanted to put something in the database last spring.

This is obviously an important tidbit for Apple fans concerned about Steve’s well-being. Go past the fold for the publisher’s long description of the book.  The book is available for Pre-Order at Amazon for $20.

expand full story

Submit a Tip


Submitting a tip constitutes permission to publish and syndicate. Please view our tips policy or see all contact options.

Powered by VIP