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Technology Stocks : Apple Inc.
AAPL 257.33-1.2%1:44 PM EST

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From: rnsmth5/23/2012 10:34:25 AM
   of 213181
 
Horace again :)

Link to post here

iOS computers (i.e iPad) were 11% of the market, declining from 13% last quarter but increasing from Q1 ’11's 4.2% share. Apple reported that the iPad was not at supply/demand balance and thus could have sold more units.
....
Overall, Apple remained the top vendor with 14.6% share, followed by HP with 14.1% and Lenovo in third at 10.7%. Dell just barely managed to beat Acer with 9% vs. 8.9%.

The impact of the tablet (aka iPad) market is being described in the response to a significant earnings miss by Dell:

....

And so, two years later, the impact of the iPad is becoming abundantly clear, even to the incumbents. The resistance and denial was profound. Even on this blog, the agitation and anxiety when the subject of the iPad as disruptor came up was palpable.

Perhaps that is the greatest testament to the disruptive potential of a product.



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