Gene Munster, Managing Director, Piper Jaffray
Is there a future for Macs? …is the question posed by venerable Apple analyst Gene Munster. The larger question should be…Is there a future for the traditional desktop computer? And if the desktop is going away, what will take its place, and who will define what that future will look like?
Macs are becoming a less meaningful piece of the Apple story…Gene Munster
If history is a judge then there’s a better than even chance that Apple will lead the way. They already lead in virtually every category from desktops to laptops to tablets. And with the Apple TV rumored to be around the corner, perhaps this is a glimpse into our computing future.
People are becoming increasingly mobile, but it would be a mistake to think that the entire worldwide workforce will go mobile, it’s impractical and there’s no evidence that the workplace or point of sales, or professional offices, are adopting a new work paradigm. Desktops are here to stay…the question should be, who will lead in the evolution of those desktops and how will they integrate with our devices?
“Piper Jaffray analyst Gene Munster and reported on by Apple Insider, showed that July sales for Apple’s Mac computers were flat year over year.”
The other important fact that isn’t reported by Mr Munster, is that Apple is gaining in marketshare on every computer manufacturer. It should be noted that this is largely through attrition, as the traditional slim margins and tighter corporate budgets is making it more and more difficult to compete. This, in my opinion, opens a huge opportunity for Apple to infiltrate the corporate environment by default.
“Munster characterized the data as ‘neutral to slight positive” news for Apple. He has forecast that total worldwide Mac sales for the quarter will be down 5 percent year over year.”