Ballmer thinks the iPad is a PC; analysts who measure market shares don't.
Research #Estimates #Market #Mobile Computing · 2 comments
by Horace Dediu
8:50 am: Walt circles back, notes that Ballmer uses the term PC to include things that most people don’t think of as PCs. Is the iPad a PC?
Ballmer: Of course it is. What do you do on it? Answer email….A guy tried to take notes on it at a meeting I was at yesterday–that was interesting [chuckles from the audience]. He suggests that the positioning of devices like the iPad as something beyond the PC is just a marketing tactic.
If only the analysts would add the 2+ million iPads shipped this quarter to Apple's Mac units and declare that Apple's market share doubled(*). If only things were so simple.
At least on this I agree with Ballmer.
(*) The iPad is already outselling the Mac on a weekly run-rate.
2 comments
Tom Ross ·
I've been wondering... Apple sold about 1.5 million iPads in the US in 2 months. What's the current run rate of netbooks in the US? 1 million per month?
asymco ·
According to Gartner Q1 netbooks world-wide were 20% of the 49 million of PCs shipped. That amounts to 9.8 million units. The US market is about 25% of that or 2.45. On a monthly basis that means 0.81 million units. The iPad is very probably outselling netbooks in the US.