Comments on: May Mac sales better than expected, iPod worse

By: Mark Geller, Louisville, KY

Mark Geller, Louisville, KY — Tue, 16 Jun 2009 15:21:54 +0000

The PC market up 12% year-over-year number I got from a Silicon Alley Insider. According to the author, they're NPD numbers.

Hopefully the link I post works, otherwise I'm sure you'll easily find the article at their web site.

Apple's Mac Loses Market Share In May, But Gains Revenue Share (AAPL)

ex ped: Thanks for the link. I checked in with Silicon Alley Insider's Dan Frommer, who wrote the piece. His source was a Morgan Stanley report that is modeling -11% growth for the year. The same report notes that May's 12% increase in PC unit sales was accompanied by decrease in average selling price of 19%. Sounds like a lot of netbooks sold at thinner and thinner margins.

By: matsrg

matsrg — Tue, 16 Jun 2009 08:56:34 +0000

Yes I agree with Tom that it would be interesting to see how much iphone is selling compared to other phones. MatsRG with help of myiphone

By: Mark Geller, Louisville, KY

Mark Geller, Louisville, KY — Tue, 16 Jun 2009 06:42:43 +0000

Dave: PC sales overall were up 12% year-over-year. ex ped: Mark: What's your source for that? Gartner's latest report (April) had worldwide PC sales down 9% year-over-year in the first quarter of 2009. See here.

By: mark, boston, ma

mark, boston, ma — Tue, 16 Jun 2009 01:35:31 +0000

Munster says that with his adjustments, NPD retail data is pretty close on US sales (a portion of both Apple's Americas sales and Retail sales segments). If Apple does significantly better or worse in the rest of the world (its Europe, Japan, and Other segments), then NPD's data can be off.

Munster was almost exact last quarter, and high during the last two quarters in 2008.

By: David Emery, Reston VA

David Emery, Reston VA — Tue, 16 Jun 2009 01:33:57 +0000

It would be interesting/helpful to compare the Apple sales numbers to either industry averages or to at least one or more competitors (e.g. Dell, HP, Lenovo). When I hear "Apple sales down by 4%" that could be A Bad Thing if other PC vendor sales rose by 5%, but A Good Thing if other PC vendor sales dropped by 10%…

dave

By: George Slusher, Eugene, OR

George Slusher, Eugene, OR — Mon, 15 Jun 2009 20:40:23 +0000

Does anyone have good data on how close NPD has been in the past? Since Apple doesn't release sales numbers except quarterly, this must be based upon indirect measures and speculation. It may not be worth very much.

By: Tom B

Tom B — Mon, 15 Jun 2009 20:35:33 +0000

I hope Munster understands that iPhones are also iPods. You really need to sum iPods PLUS iPhones to get an accurate tally.