I quote:
Although Compaq still leads in the consumer market with 30.9 percent of systems sold in August, Apple advanced to the third spot with 13.5 percent market share, up from 6 percent the month before. HP was second with 23.2 percent, and IBM was fourth with 10.5 percent.
So, Apple doubled it's sales during August. Since units sold in July were roughly 214,000, this means that during August sold an additional 267,500 computers, 80-90% of which are iMacs. Let's say, 85% of those are iMacs, which gives 227,000 iMacs sold in August.
This figure is in the same ball park as the 190,000 iMacs I got doing a similar back of the envelope analysis on the ZD figures.
(See: exchange2000.com
I think then number of iMacs sold in August is in all likelihood around 200K-250K.
Add another 200K iMacs for September, which is not too aggressive a projection if indeed Apple sold 200K in August and we are looking at revenues near or about $1600mill...
Interesting....
P.s. Eric, yeap, I know I did not take into account june-july growth in the figures used above. That introduces a small error of 30K or so units in the figures above, this is small enough to fall within the margin of confidence on the ZD figures to start with... |
