Chris Whitmore
Chris Whitmore
apple believe cents computer estimates fiscal further gains market overall per personal point positive sets share stage suggest takes year
We believe today's announcement sets the stage for further share gains by Apple. Our estimates suggest that each point of share Apple takes in the overall personal computer (PC) market translates into a positive 25 cents per share to our fiscal year estimates.
across believe pc positive recent shift spur towards
We believe Vista will spur a positive mix-shift across the PC industry, reversing the recent shift towards low-end desktops and notebooks.
apple benefit business certain company greatly market opens particular positive run users view windows
We view this as positive for Apple as it opens a new market to the company and greatly expands the (potential market) for Intel-based Macs. This will be a particular benefit for business applications where users need to run Windows for certain applications.