Eyebrows - this highly mobile features, which always occur when people are amazed - got a good workout Tuesday AtApple (NASDAQ: AAPL) quarterly earnings call. Apple COO Tim Cook surprised analysts that some customers their money iPads can be assigned to instead of new Macs.
It has long been suspected, who ate the iPad in sales of laptop and desktop PCs. But this can be for the first time Apple's conceded that his Tablet also will be in its own computer line can eat. Apple sold 9.25 million iPads this last quarter end of June, according to the company during the earnings conference call.
Mac sales was 3.95 million, 14% up year after year. The street was expecting 15 percent, according to Barclays Capital, that his estimate 22 percent higher coupled was. Barclays attributed to but the dip on a combination of factors. One was that consumers were introduced holding buying Macs before Apple Mac OS X reveals Lion, the latest version of the Mac operating system, which was Wednesday.
Another was that actions were Apple's back-to-school this year less attractive than before. This year, Apple's back-to-school promo was a 100 $-gift-card for Mac app store purchases, while it is in the last year a 8 GB iPod offered to the students could get a discount of $200.
The possible shift of the desktop. "Up to a degree that iPad is Mac and PC computers among certain groups, including children and pensioners, who are interested in fun applications, photo albums, exploitation and get in the position to their e-Mail and connect to social-networking
sites and the Internet via Safari," Laura DiDio, principal at ITIC, told TechNewsWorld.Seven percent of more than 500 respondents to the latest ITIC survey chosen one buy IOS instead of a Mac or a PC, DiDio said. 30 Percent said however, that they bought an iPad in addition to a Mac or PC.
"In a sense, as a form of cannibalization since, could be interpreted if the iPads did not exist, consumers and businesses may have decided to buy another Mac or a PC" DiDio noted.
About half of the respondents a Yankee Group survey of Tablet owner, which also owned, desktop computers, said they use their desktop PCs of less, now they have pills, said Dmitriy's visit Molchanov, analyst at research.
If he that iPad 2 in March presented, CEO Steve Jobs talked about what he "the post-PC era," in the mobile devices like the iPad will outweigh called. The company to make the planning of the project manager Mac apps to download from the Internet, and it its Mac app store launched in January for this purpose.
The operating system Mac OS X Lion, released Wednesday, is available only as a download from the Mac app store. It is possible that move in the direction of the post-PC era is backfiring on Apple to a certain extent, what to mark sales of Mac. Cook, however, played down the importance of the iPad feed in Mac sales, pointed out that the Windows PC market by the iPad harder had met.
Barclays Capital believes Mac sales again pick up, now that Mac OS has been released X Lion, and some other analysts echo that view. The lack of money is the root of the hard decisions. The problem is not so much cannibalization as it is the economy proposed Stofega will let people with less money for expenses, program director at IDC. tougher times, and so they have smarter spending decisions to make.
