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Bit of a click-bait headline. Article lacks data. e.g. Apple #'s don't appear to include iPads sales which do compete with chromebooks. Apple is likely shipping

by qwrusz 10y ago

Bit of a click-bait headline. Article lacks data. e.g. Apple #'s don't appear to include iPads sales which do compete with chromebooks. Apple is likely shipping fewer macs, but "destroy" feels like an expensive word choice. Winning sentences: >"Gartner, which does not count Chromebook sales with its PC numbers, recorded a more drastic 5.7% decline [in PC sales]...'While our PC shipment report does not include Chromebooks, our early indicator shows that Chromebooks exceeded PC shipment growth,' Mikako Kitagawa, principal analyst at Gartner said" Is the analyst using a 5.7% decline for their "shipment growth" number? Also curious about use of "sales" vs "shipments"? Marketing Watch now worse than Barron's for accuracy among Dow Jones publications.

Spooky23 10y ago
Sales data is hard to get for PCs in a timely manner, as most of the computers are sold through intermediaries. So the HP all-in-one desktop sitting on a shelf at Best Buy is "shipped" not sold. Destroy is a fair term, as Mac/PCs are a mature market, and devices get refreshed on a regular cadence. Substantial downward shifts in shipments, particularly late in the year before the holidays, are indicative that back to school sales sucked and lots of inventory is still on the shelves. Chromebook are in a growth phase. In the spring, my local Wal-Mart had zero Chromebooks. Now it has 3 models. Those three models represent more shipments plus finite shelf space permanently lost to cheapo PCs.
- qwrusz 10y ago
  I agree on the chromebooks are at a different point in the product cycle vs macs. (I am also writing this from a PC). And it makes total sense for chromebooks to be destroying Apple this quarter! But if one is going to write an article saying that happened then have data. There is no chromebook or iPad sales data in this article. My comment was more a complaint about finance journalism and analyst panderings.

by qwrusz 10y ago

Spooky23 10y ago

Sales data is hard to get for PCs in a timely manner, as most of the computers are sold through intermediaries. So the HP all-in-one desktop sitting on a shelf at Best Buy is "shipped" not sold. Destroy is a fair term, as Mac/PCs are a mature market, and devices get refreshed on a regular cadence. Substantial downward shifts in shipments, particularly late in the year before the holidays, are indicative that back to school sales sucked and lots of inventory is still on the shelves. Chromebook are in a growth phase. In the spring, my local Wal-Mart had zero Chromebooks. Now it has 3 models. Those three models represent more shipments plus finite shelf space permanently lost to cheapo PCs.

qwrusz 10y ago
I agree on the chromebooks are at a different point in the product cycle vs macs. (I am also writing this from a PC). And it makes total sense for chromebooks to be destroying Apple this quarter! But if one is going to write an article saying that happened then have data. There is no chromebook or iPad sales data in this article. My comment was more a complaint about finance journalism and analyst panderings.