Apple only computer maker not lowering notebook orders?
updated 08:55 pm EDT, Thu September 2, 2010
Shipments drop for most companies
Apple appears to be the only company immune from a falloff in notebook shipments for the month of July, according to a report from Digitimes Research senior analyst Joanne Chien. HP is said to be the hardest hit, with notebook shipments expected to reach only 39.5 million units by the end of the year. The company had set a goal of 45-47 million units.
The report echoes a recent investor note, published by UBS analyst Maynard Um, that pointed to slow sales in most retail outlets. The only heavy traffic was seen at Apple Stores as students sought Macs for the school season.
Separate numbers suggest Mac sales have also shined in the enterprise and government segments. Needham analyst Charlie Wolf outlined a 200 percent year-over-year jump in government sales, while business shipments grew by nearly 50 percent.
Despite Apple's strong performance in the enterprise market, the company is expected to continue targeting home users through the end of the year. The company has maintained its performance in the consumer segment as the overall economy has continued to struggle.
Fresh-Faced Recruit
Joined: Nov 2008
I'm still willing to bet that Apple's share
price is going to take a heavy beating. All investors have to do is hear is that there is a slowdown in computer sales and whether it has anything to do with Apple or not, Apple shares are going to suffer as badly as Dell's or HP's. I'd even think it's likely that all those analyst pricks who were boosting Apple target prices to the sky will start revising target prices down. They're not going to give Apple a break. What's obvious is that there is a shifting of power from Windows PCs to Apple devices but WS and investors don't understand that at all. They just lump the whole computer industry as a whole. I hope I'm wrong, but it has happened before and likely to happen again.