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US PC shipments drop 6% as Apple posts 4% gain

post #1 of 63
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Estimated quarterly PC shipments show the overall U.S. market declined 5.7 percent year over year in the second quarter of 2012 while Apple grew 4.3 percent.

Apple was the only computer maker among the top five in the U.S. to post a year over year gain in the June quarter. All of the other top PC makers saw double-digit losses, with the exception of Dell, which fell 9.5 percent.

Apple's estimated 1.9 million Macs sold in the quarter was good for 12 percent of the market, putting it solidly in third place. Its 4.3 percent growth allowed Apple to increase its market share from 10.7 percent in the same three-month span a year ago.

In first place was HP, which saw its year-over-year shipments slide 12.7 percent, with 25 percent of the total market Gartner said. Dell came in second, controlling 21.7 percent of estimated PC shipments.

Behind Apple and in fourth place was Acer Group, which shipped an estimated 1.3 million PCs and took 8.5 percent of U.S. shipments. It saw a 14.1 percent drop from the same span in 2011.

Taking fifth in the second quarter of 2012 was Toshiba, which shipped an estimated 1.3 million PCs during the quarter and represented 8.2 percent of the market. Toshiba's year-over-year shipments fell 19.5 percent —?the biggest decline among the top five.

Without Apple's growth, the industry's losses in the second quarter of 2012 would have been even worse. Gartner's data is based on desktop and mobile PCs, but does not include what it classifies as "media tablets," which are devices like Apple's iPad.

"Weakness in the U.S. public market affected the professional segment despite the high PC procurement season in the second quarter," said Mikako Kitagawa, principal analyst at Gartner. "Both government and education institutions are encountering tight budget situations. Shipments to the public sector are expected to be lower than normal seasonality."

Gartner US
Source: Gartner


Apple, as usual, didn't crack the top five internationally, but the market as a whole performed slightly better around the world. Overall global PC shipments were down 0.1 percent for the June quarter, according to Gartner.

Worldwide, HP was again the No. 1 PC maker, with an estimated 13 million devices shipped and 14.9 percent of the market. Nipping at its heels was No. 2 Lenovo, with 12.8 million PCs shipped and strong 14.9 percent year over year growth.

Acer Group came in third, according to Gartner, with 9.6 million PCs shipped in the quarter, 11 percent of the market, and 3.6 percent year over year growth. Dell took fourth, falling 11.5 percent from the same span a year ago and accounting for 10.7 percent of PC shipments.

Posting the largest growth in worldwide PC shipments was Asus, which surged 38.6 percent year over year to reach 6.1 million units in the second quarter of 2012. Asus accounted for 7 percent of PCs shipped during the time period.

"In the second quarter of 2012, the PC market suffered through its seventh consecutive quarter of flat to single-digit growth,? Kitagawa said. "Uncertainties in the economy in various regions, as well as consumer?s low interest in PC purchases, were some of the key influencers of slow PC shipment growth. Despite the high expectations for the thin and light notebook segment, Ultrabooks, shipment volume was small and little impact on overall shipment growth."

Gartner Worldwide
Source: Gartner


IDC results more conservative

Coming on the heels of Gartner's estimates, IDC has published its own take on both the U.S. and worldwide PC market, seeing little change barring slightly less conservative findings for certain OEMs.

IDC's worldwide PC numbers are in line with Gartner's, finding a negative growth of 0.1 percent lead by HP and Lenovo which shipped 13.4 million units and 12.8 million units, respectively. The firm estimates that Dell ranked third with 9.6 million units shipped and was followed closely by Acer's 9 million units. Both firms are in agreement with numbers for ASUS which shipped a total of 6.1 million units, according to IDC.

Of the top five global OEMs only Lenovo and Acer were able to show a growth in marketshare, with the latter only managing to eke out a 0.5 percent increase. The ThinkPad maker exhibited the strongest growth with a 25.2 percent bump, bringing the company's share of the market to within only 0.6 points of leader HP's 15.5 percent which was down 12.3 percent from the second quarter of 2011. Despite dropping 11.5 percent of the market Dell managed to cling on to the number three spot with 11.1 percent of the market.

IDC U.S.
Source: IDC


HP's losses carried over to the lucrative U.S. market as the computer giant's share contracted 12 percent and now hovers slightly above one quarter of the market. Number two Dell was also hit with a loss and posted a negative 9.2 percent growth rate from the year ago period to finish the second quarter at 22.5 percent.

Unlike Gartner's numbers, IDC found that Apple's slice of the American market shrunk 1.1 points to end the quarter at 11.4 percent and was followed by the only company to gain marketshare Lenovo which upped its take to 8 percent, a 6.1 percent increase from 2011. Rounding out the top five was Acer's 14.3 point drop, the biggest loser of the quarter according to IDC, as the manufacturer ended up with 7.9 percent of the U.S. market.

Overall, the U.S. market experienced a whopping 10.6 percent contraction from last year which IDC attributes to economic turmoil and users waiting for Microsoft to launch Windows 8 in October.

IDC Worldwide
Source: IDC


"In this context, consumers are delaying purchases, and vendors and retailers are slowing down their PC activities to clear existing inventories. The situation is exacerbated by consumer notebook saturation, a slowing replacement cycle in the commercial sector, and the big macro-economic and political events affecting confidence and spending," said IDC Personal Computing research director David Daoud. "We don't expect PCs using Windows 8 to boost growth significantly until the fourth quarter, which leads to a conservative outlook for the third quarter."

IDC believes that Ultrabooks have not yet contributed to an expected rise in PC shipments due to high prices and the upcoming launch of Windows 8. Another factor in the flatlining market are distributor sell-outs as resellers are reticent to overstock shelves ahead of new product launches coming later this year.

"These latest results validate IDC's expectation that the second quarter would be a transition period where both economic factors and anticipation for new products in the second half of the year would result in relatively low PC shipment growth," said senior researcher at the IDC's Worldwide PC Tracker, Jay Chou. "The announcement of a Windows 8 launch date, as well as broader communication of new features in the OS, are key steps that would help to address uncertainty about new product availability and help consumers and channels plan their purchases."
post #2 of 63
And yet Mac sales are down, or so they say. PCs must really be suffering, then.

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post #3 of 63
Quote:
Originally Posted by Tallest Skil View Post

And yet Mac sales are down, or so they say. PCs must really be suffering, then.

This is why I think MS is so keen on making the surface. Not because they want to be a PC HW marker, but because they finally realize that Apple's iPad is a huge threat to Windows.

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post #4 of 63
Quote:
Originally Posted by AppleInsider View Post

Apple's estimated 1.9 million Macs sold in the quarter was good for 12 percent of the market

 

Nice job indeed. Even if it's not explosive growth it's still very impressive.

post #5 of 63
BRILLIANT decision by Apple to make Retina Macs.
post #6 of 63
Quote:
Originally Posted by SolipsismX View Post


This is why I think MS is so keen on making the surface. Not because they want to be a PC HW marker, but because they finally realize that Apple's iPad is a huge threat to Windows.


+1 on this.  So many people though have iPads that the name could almost be a generic.  Microsoft had literally decades to get a decent tablet out there and could never do it. Either way, at least Microsoft imho deserves a shot at dethroning the iPad than the p.o.s. Android tablets.  At least Microsoft actually developed their own stuff.

post #7 of 63
Quote:
Originally Posted by ddawson100 View Post

Nice job indeed. Even if it's not explosive growth it's still very impressive.

It's amazing that a company that doesn't sell cheap machines can have 12% of the unit share for a market. I wonder how much their profit share is.
165

I also wonder what vendor(s) are raising so fast in the Other category.

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post #8 of 63
"Apple posts 4% gain"

Did Apple actually post a gain or, as the article states, is this an estimate by Gartner?

Surely if Apple posted a gain as the title states, it would not be an estimate, nor, by the way would it be until the end of this month.

I guess "Gartner estimates Apple will post a 4% gain" does not work as well in the title.
post #9 of 63
Quote:
Originally Posted by sflocal View Post

iEither way, at least Microsoft imho deserves a shot at dethroning the iPad than the p.o.s. Android tablets.  At least Microsoft actually developed their own stuff.

I think they would have had a chance if they would have called the device with the Metro UI and requiring all new apps to be vetted by their app store to be called Metro OS. There is literally no more windowing in that UI. I also think they've doubly and triply messed up by announcing an ARM and X86 version and then not having them ready for many month from now with no price point or sale date. At least when Google announced the Nexus 7 it had a price, a fairly specific ship date that was close, and you could pre-order immediately.

(Need analogy to describe having someone brilliant but then destroying it by doing other of plenty stupid things.)

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post #10 of 63
Quote:
Originally Posted by softeky View Post

"Apple posts 4% gain"
Did Apple actually post a gain or, as the article states, is this an estimate by Gartner?
Surely if Apple posted a gain as the title states, it would not be an estimate, nor, by the way would it be until the end of this month.
I guess "Gartner estimates Apple will post a 4% gain" does not work as well in the title.

It's an estimate from Gartner (whose accuracy has never been that good). Apple won't release quarterly numbers until later this month.
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post #11 of 63
Quote:
Originally Posted by SolipsismX View Post

This is why I think MS is so keen on making the surface. Not because they want to be a PC HW marker, but because they finally realize that Apple's iPad is a huge threat to Windows.

It will be interesting to see what the argument becomes as to whether a tablet is a PC in the coming months after Surface is released.
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post #12 of 63
Quote:
Originally Posted by SolipsismX View Post

This is why I think MS is so keen on making the surface. Not because they want to be a PC HW marker, but because they finally realize that Apple's iPad is a huge threat to Windows.

Perhaps although when Microsoft has to face the reality of actually selling this overhyped Surface gimmick, the impact on PC sales will be utterly negligible. That's just my educated guess of course but when you have a product with no price, no ship date, a new OS that isn't lighting the world up, and a restricted demo that was more about marketing than substance, one would be foolish to put their hopes on this Unicorn.

303
post #13 of 63
Quote:
Originally Posted by AppleInsider View Post

Estimated quarterly PC shipments show the overall U.S. market declined 5.7 percent year over year in the second quarter of 2012 while Apple grew 4.3 percent.

IDC U.S.


 

Did they change the graphics from Gartner to IDC from when they posted the story till now when I read this?  SolipsismX shows a  different table, 

 

I don't see a 4% growth in this table.

post #14 of 63
Geoff beat me to it.
post #15 of 63
Quote:
Originally Posted by SolipsismX View Post
I also wonder what vendor(s) are raising so fast in the Other category.

 

According to Gartner, Lenovo and Asus are the primary contributors to the Other category.

 

More revealing is the fact that the non-Apple PC business is actually doing worse.

 

Here are the numbers if you subtract Apple's sales numbers from the rest of the industry.

2Q12 (ex-Apple): 13997
2Q11 (ex-Apple): 15047

 

That's a -6.96% decline for non-Apple PC manufacturers. The -5.7% PC industry decline is being propped up by Apple.

 

Gartner is not including media tablet sales in these figures. These numbers include desktop PCs, notebook PCs, and mini-notebooks (like netbooks).

post #16 of 63
Quote:
Originally Posted by Tallest Skil View Post

And yet Mac sales are down, or so they say. PCs must really be suffering, then.

Lenovo seems to be kicking ass.  

post #17 of 63

They would have shipped a bunch of Mac Pros if there were updated.

post #18 of 63
Quote:
Originally Posted by TheOtherGeoff View Post

Did they change the graphics from Gartner to IDC from when they posted the story till now when I read this?  SolipsismX shows a  different table, 

 

I don't see a 4% growth in this table.

 

 

Yeah - I don't understand.  I see a 1.1% decline.  Where did Soli's table come from?  How does this table square with the headline and the story?

post #19 of 63
Quote:
Originally Posted by Mike Fix View Post

They would have shipped a bunch of Mac Pros if there were updated.

{Citation needed}

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post #20 of 63
Quote:
Originally Posted by Mike Fix View Post

They would have shipped a bunch of Mac Pros if there were updated.

 

The entire potential Mac Pro userbase would not make a blip on any sales chart. Stop pretending as if it has any relevence in the big picture when it comes to sales/profit/revenue/success. It doesn't. Apple will continue to make the Mac Pro because there is a professional niche that use it, but its a relatively small niche, much smaller than any of their other products, and getting smaller every day.  Even with a massive update, sales will not make a dent in the big picture. Its statistically irrelevant, and probably can be defined as a rounding error. Not many people are in the market for a massive desktop tower, no matter how good it is, and that won't change no matter how much they improve it. Its an outdated concept that only serves VERY specific professional needs. 

post #21 of 63

AppleInsider screwed up the graphic.

 

The article describes the Gartner analysis (and the original graphic that SolipsismX quoted reflect those numbers), but they have bungled their updated graphic and replaced it with numbers from the IDC report.

 

Amusingly, there is a typo in the updated graphic.

 

This is an AppleInsider F-A-I-L.

post #22 of 63
Quote:
Originally Posted by SolipsismX View Post


This is why I think MS is so keen on making the surface. Not because they want to be a PC HW marker, but because they finally realize that Apple's iPad is a huge threat to Windows.

 

The iPad is the elephant in the room.  MS isn't going to die tomorrow, but 5% decline every year will eventually lead to death.  Microsoft will either change its business model or be irrelevant in 10 years.  I'm tempted to blame MS's future failure on ego and bureaucracy.  However, maybe there really isn't anything that MS can do.  The MS business model uses corporate IT departments and compatibility with MS Office to strong arm the rest of the world into using Windows.  

 

What makes us think there is something MS can do to build a consumer business?  The only successful MS consumer product to date is Xbox and its success was strongly tied to two things (i) selling the hardware for a loss and (ii) having exclusive rights to a few really popular "hard core" video games.  MS would have to get really lucky to replicate the Xbox outcome with Surface and it isn't likely to be very profitable for them.  Apple has shown that the new model is simple inexpensive software (apps) and advanced hardware, which is the antithesis of the MS business model.  

 

IMHO, MS is screwed.  Google is in a slightly better position, but not by much.  If you think about who cuts the checks for Google, it isn't consumers.  It is their advertising partners.  Google has no consumer channels of commerce.  Google is trying to buy their way into the consumer market with Motorola.  However, Motorola uses cell phone providers to do their marketing.  Google screwed the pooch with its purchase of Motorola because people are not going to buy their tablets from a cell phone company.  

 

Amazon may have the best chance to succeed against Apple.  At least Amazon operates in the consumer market.  Amazon can quickly get into the handset market through cell phone providers looking for an alternative to the iPhone.  Amazon can even sell for very little profit and then benefit from all the software through the Amazon store.  More importantly, Amazon is the only competitor that will have a marketplace to sell tablet hardware and content.     

post #23 of 63
Quote:
Originally Posted by Mike Fix View Post

They would have shipped a bunch of Mac Pros if there were updated.

{Citation needed}

 

I would have bought a few.

post #24 of 63
When will these people stop referring to the iPad as a 'media tablet'? Are people still struggling to classify the iPad? Are people still in denial? Is the iPad for consuming media only? Really?
post #25 of 63
Quote:
Originally Posted by JerrySwitched26 View Post

Lenovo seems to be kicking ass.  

Someone correct me if I'm wrong, but I think Lenovo sells a lot of low margin devices in Asia.  It doesn't do much good to have 50B in revenue if you only make 50M in profit.  PCs will soon be a commodity like corn.  HP recognized this problem and considered selling its PC division a year ago (note that it is the world leader).  It isn't very exciting to be a PC vendor these days.  

post #26 of 63
Quote:
Originally Posted by SolipsismX View Post


I think they would have had a chance if they would have called the device with the Metro UI and requiring all new apps to be vetted by their app store to be called Metro OS. There is literally no more windowing in that UI. I also think they've doubly and triply messed up by announcing an ARM and X86 version and then not having them ready for many month from now with no price point or sale date. At least when Google announced the Nexus 7 it had a price, a fairly specific ship date that was close, and you could pre-order immediately.
(Need analogy to describe having someone brilliant but then destroying it by doing other of plenty stupid things.)

 

Since the MS Surface presos was all talk, here's something that might fill the bill:

 

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post #27 of 63
Quote:
Originally Posted by paxman View Post

When will these people stop referring to the iPad as a 'media tablet'? Are people still struggling to classify the iPad? Are people still in denial? Is the iPad for consuming media only? Really?

They don't want to throw the market into disarray buy calling it a computer... but really, the iPad is a full portable computer. It doesn't have to look like a computer from 10 years ago to still be a computer.
post #28 of 63
Quote:
Originally Posted by Quadra 610 View Post

BRILLIANT decision by Apple to make Retina Macs.

 

These figures are for Q2 2012 - BEFORE the MBP Retina was released.

 

Time will tell how good the Retina MBPs sell.

post #29 of 63

I don't think desktops are dead for everybody. I think they just need to shrink in size and become high performance media devices. Some desktops come with the option to have an HDTV card. That is a good idea.

 

When manufacturers start making Mac Mini size high performance computers they will sell more of them.  It would invigorate the market. I have two towers. I use just one of them and I have a Mac Book. I really would like a low power high performance computer for my desk. There is a German company doing this and those units look great. They come with i7 multi-core processors and plenty of RAM. They aren't sold in the USA. They are smaller than the Mac Mini in width but they are slightly taller. They also cost a couple of hundred dollars less than the Mini.

 

Have you seen micro-computers the size of a deck of playing cards? They are low power and low feature right now but they're very interesting. They run small versions of Linux. The only good future for desktop computers is the small form factor with high performance.

post #30 of 63
Quote:
Originally Posted by Shaun, UK View Post

 

These figures are for Q2 2012 - BEFORE the MBP Retina was released.

 

Time will tell how good the Retina MBPs sell.

Based on my own personal experience in trying to get a rMBP at several Apple stores, they are selling like hotcakes.

post #31 of 63
Quote:
Originally Posted by doh123 View Post


They don't want to throw the market into disarray buy calling it a computer... but really, the iPad is a full portable computer. It doesn't have to look like a computer from 10 years ago to still be a computer.

 

Without citing specific named software::

 

What jobs can I do on a [pc-era] computer that I can't do on an iPad?

 

and

 

What jobs can I do on an iPad that I can't do on a  [pc-era] computer.

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post #32 of 63
Quote:
Originally Posted by markbyrn View Post

Perhaps although when Microsoft has to face the reality of actually selling this overhyped Surface gimmick, the impact on PC sales will be utterly negligible. That's just my educated guess of course but when you have a product with no price, no ship date, a new OS that isn't lighting the world up, and a restricted demo that was more about marketing than substance, one would be foolish to put their hopes on this Unicorn.

That's my point. It's not about making Windows sales from the Surface something substantial, but a last ditch effort to dig in so that can desperately hopefully Windows OEMs can have a jumping off point in the tablet market.

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post #33 of 63
Quote:
Originally Posted by markbyrn View Post


Perhaps although when Microsoft has to face the reality of actually selling this overhyped Surface gimmick, the impact on PC sales will be utterly negligible. That's just my educated guess of course but when you have a product with no price, no ship date, a new OS that isn't lighting the world up, and a restricted demo that was more about marketing than substance, one would be foolish to put their hopes on this Unicorn.
303

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post #34 of 63
Quote:
Originally Posted by sflocal View Post

Based on my own personal experience in trying to get a rMBP at several Apple stores, they are selling like hotcakes.

 

Depends how many they manufactured in the first place. Demand for new Macs is traditionally at it's peak just after they're launched. The real test will come in 6 or 12 months when the pent up demand has been satisfied and the initial hype has gone. I'll be very interested to see if they can sustain a higher percentage of overall Mac sales than the 17" MBP.


Edited by Shaun, UK - 7/11/12 at 4:47pm
post #35 of 63
Quote:
Originally Posted by markbyrn View Post


Perhaps although when Microsoft has to face the reality of actually selling this overhyped Surface gimmick, the impact on PC sales will be utterly negligible. That's just my educated guess of course but when you have a product with no price, no ship date, a new OS that isn't lighting the world up, and a restricted demo that was more about marketing than substance, one would be foolish to put their hopes on this Unicorn.
303

I watched the MS presentation and it was very amateurish and clumsy! :) I just don't think MS has the skill to successfully implement a competitor to the iPad. They have to be very worried about Apple and iOS! :)

post #36 of 63
Quote:
Originally Posted by Dick Applebaum View Post

Without citing specific named software::

What jobs can I do on a [pc-era] computer that I can't do on an iPad?

and

What jobs can I do on an iPad that I can't do on a  [pc-era] computer.

Use it on my lap without feeling like it's burning the lap?

I think those are flawed questions, like a false exclusivity. With tools, it's rarely about what one can do that the other can't that is the deciding point, but what can do the job better, faster, less maintenance, etc. I really don't have a problem with the classification as a media tablet, the classification doesn't mean it can't do anything outside of the named category, but that it's really good at that task.
Edited by JeffDM - 7/11/12 at 5:03pm
post #37 of 63
Quote:
Originally Posted by TheOtherGeoff View Post

Did they change the graphics from Gartner to IDC from when they posted the story till now when I read this?  SolipsismX shows a  different table, 

I don't see a 4% growth in this table.

Apple shipped 4% more units this quarter than the same quarter last year. 1901M this year / 1831M last year ~= 4% unit growth.
post #38 of 63
Quote:
Originally Posted by markbyrn View Post


Perhaps although when Microsoft has to face the reality of actually selling this overhyped Surface gimmick, the impact on PC sales will be utterly negligible. That's just my educated guess of course but when you have a product with no price, no ship date, a new OS that isn't lighting the world up, and a restricted demo that was more about marketing than substance, one would be foolish to put their hopes on this Unicorn.
303

 

Actually, I kinda' feel sorry for Ballmer...

 

When he takes his morning "dump" he's gotta' know that that's the best it's gonna' be all day!

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post #39 of 63
Quote:
Originally Posted by ash471 View Post

The iPad is the elephant in the room.  MS isn't going to die tomorrow, but 5% decline every year will eventually leAmazon may have the best chance to succeed against Apple.  At least Amazon operates in the consumer market.  Amazon can quickly get into the handset market through cell phone providers looking for an alternative to the iPhone.  Amazon can even sell for very little profit and then benefit from all the software through the Amazon store.  More importantly, Amazon is the only competitor that will have a marketplace to sell tablet hardware and content.     


Perhaps, but Amazon has a big problem. There's a pretty strong move afoot to require sales taxes on Internet sales - even if you don't have a nexus in the state. That, combined with the fact that as Amazon grows, they need new warehouses, expanding the number of states they pay taxes (a la California), means that Amazon is likely to lose a key cost advantage.

Given that Amazon only makes a few percent on each sale, requiring the customer to pay 10% sales tax (for example) may shift a lot of Amazon customers back to brick and mortar. While I expect that Amazon will adapt and survive, it will sure take away much of their ability to subsidize loss leaders like the Kindle Fire (allegedly).
Quote:
Originally Posted by Shaun, UK View Post

Depends how many they manufactured in the first place. Demand for new Macs is traditionally at it's peak just after they're launched. The real test will come in 6 or 12 months when the pent up demand has been satisfied and the initial hype has gone. I'll be very interested to see if they can sustain a higher percentage of overall Mac sales than the 17" MBP.

That shouldn't be hard. Apple doesn't publish breakdown by model, but one report said that the 17" was only a couple percent of MBP sales - which makes it insignificant in the big picture. The rMBP is likely to have a greater share than the 17" did. I would guess that almost everyone who would have otherwise bought a 17" MBP will buy a 15" rMBP. In addition, some percentage of people who would have otherwise bought the old 15" MBP will buy the 15" rMBP.
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post #40 of 63
Quote:
Originally Posted by Shaun, UK View Post

Depends how many they manufactured in the first place. Demand for new Macs is traditionally at it's peak just after they're launched. The real test will come in 6 or 12 months when the pent up demand has been satisfied and the initial hype has gone. I'll be very interested to see if they can sustain a higher percentage of overall Mac sales than the 17" MBP.

What do you mean? The 17-inch MBP isn't a big seller.

Retina Macs will rule the Mac lineup in due course. Beautiful Macs with gorgeous displays that run OS X. No problem.
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