Don, you cited a highly biased and misleading article:
When they report "Dell represents nearly 35% of all new sales to Apple's 15.2%. That's up from a low of 12.4% at the end of last year, but down sharply from Apple's 20.2% share two years ago" They make it sound like the end is near.
However, according to their cited numbers, Apple went from 20% to 12.4% (bad) but back up to 15.2% (comming back).
The issue is not Apple vs Dell. The issue is Apple vs PC. Most of Dell's market share growth has been at the expense of PCs and only some of it against Apple and according to the data cited, the hemorrhage has stopped, if not reversed. What's really key is this season's data. Does anyone know when we'll get information on that?
The departure of the vice president of education products and marketing, I agree, is worrisome. Was she the head of the education products & marketing, or was there someone between her and Jobs? I can never tell from the job titles
Whatever the case please, let's remember that this board consists of highly intelligent contributors and let's call a spade a spade.
Dan |
