Quotes from Lou M. in the article:
<<The fact of the matter is, PC unit demand is very, very high -- in fact it's higher this year than
we had expected going into this year. So, lots of people are going to be buying computers --
they're going to pay less for them, but that's not news to anybody, that's just a fact of life --
and certain companies are doing really well in this environment and other companies are
having problems.
Generally, companies that have nicely focused strategies with good execution are doing well,
and that would include companies like Apple (AAPL: news, msgs), Dell (DELL: news, msgs)
and Gateway (GTW: news, msgs).>>
<<And they've [Apple] still got a corner on the education market?
Substantial share in the education market. And in fact, this year --
it's an interesting phenomenon -- over the last couple of years
there had been some erosion of their share in education, because a lot of education buyers
thought that Apple was dead and that they had no other choice but to go to (Windows/Intel
PCs). Well, what's happened this last year is, people say "Hey, this company isn't dead, and
I don't want to change and therefore I'm not going to change." We're just beginning to see
that this year, and I think we're actually going to see share increases in education for the
company next year.>>
Well, that would certainly dovetail with Eric's unit shipment projection! I expect education sales in Q4 (July-September) to really rock, even if the P1 comes in late in the quarter.
Marc |
