The latest NPD sales data for February was released yesterday, and Apple had plenty of good news. According to NPD, notebook and desktop sales are both up, revenue is up, and Apple is performing much better than the industry as a whole. Seems the freakout earlier this year, when APPL dropped 40 percent in value, was unwarranted after all.
In unit sales, Macs represented 14 percent of sales last month, up from 9 percent for February 2007. The dollar share, however, is a full 25 percent of the market. While other PC makers continue to make cheaper commodity machines, Apple continues to make better machines and earn more for each one. Looks like the market sees the value of the Mac + OS X package.
The growth year-over-year also shows interesting trends. While the industry showed a 9 percent growth in unit sales, Apple sold 60 percent more than last year. In terms of revenue, the industry grew just a paltry 5 percent on its 9 percent gain in units while Apple's revenue is up 67 percent. Notebook sales are up 64 percent of the industry's 20 percent, reflecting the overall trend towards more mobile computing we've seen for a couple years now. But surprisingly, while the industry recorded a 5 percent decline in desktops, Apple posted an increase of 55 percent.
While Piper Jaffray's Munster still squawks about flat iPod sales, the news is pleasing investors. Shares of APPL have been up about 3 points today, hovering around $130. Must be feeling the ripple effect of that iPod nano I picked up this weekend.
http://arstechnica.com/journals/app...s-rest-of-computer-industry-in-february-sales
In unit sales, Macs represented 14 percent of sales last month, up from 9 percent for February 2007. The dollar share, however, is a full 25 percent of the market. While other PC makers continue to make cheaper commodity machines, Apple continues to make better machines and earn more for each one. Looks like the market sees the value of the Mac + OS X package.
The growth year-over-year also shows interesting trends. While the industry showed a 9 percent growth in unit sales, Apple sold 60 percent more than last year. In terms of revenue, the industry grew just a paltry 5 percent on its 9 percent gain in units while Apple's revenue is up 67 percent. Notebook sales are up 64 percent of the industry's 20 percent, reflecting the overall trend towards more mobile computing we've seen for a couple years now. But surprisingly, while the industry recorded a 5 percent decline in desktops, Apple posted an increase of 55 percent.
While Piper Jaffray's Munster still squawks about flat iPod sales, the news is pleasing investors. Shares of APPL have been up about 3 points today, hovering around $130. Must be feeling the ripple effect of that iPod nano I picked up this weekend.
http://arstechnica.com/journals/app...s-rest-of-computer-industry-in-february-sales
