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Tex

10/11/07 9:33 AM

#73993 RE: KCMW #73992

share by quintile

It'd be nice to know how the quintiles are divided (ie, where the price breaks are on the share division, and how many units are in each quintile; I expect some skewing, with big differences in the size of the range in the different quintiles). It looks like a few years ago, Apple had >6% in the low-end quintile, and now has no share in the lower two quintiles. A brief talk with a HP officer leads me to think there might be no margin in the lowest-end part of the notebook market (at least for HP).

The discussion of Apple's growth, by looking only at non-workplace notebooks, leaves out the fact that the current school trends and computer use habits by the graduating seniors will have some impact on workplace computing demand and the demand for desktops.

Yes, the low end isn't a place Apple has sought to compete (probably due to margins), and the world share is terribly skewed as I understand it toward the low-end. However, in a growing market Apple's still-growing share should be worth something, especially as you look a few years down the road and into markets not represented on the current graph.

Take care,
--Tex.