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A shift in the wind?

August 30, 2007

It is reported that one in six of US laptop sales was an Apple this June on NPD sales (retailers). Its overall market share at 5.6% (taking into account direct channels etc) put it in joint third place. My impression is that it has replaced the Thinkpad as the quality laptop of choice. I am one of those who still think IBM made a major overall branding mistake in disposing of its interests here. In hindsight I think that decision will be seen as one of process based, reductionist analysis overcoming sound holistic business judgement.

Of course, once you have experienced a Mac and OSX in particular you are unlikely to want to return to the darkside. Todate that those who have moved from the dark been a minority, but it could be reaching a tipping point. If so I think it will mark a major step in maturity within the technology sector. Firstly because just for once the better technology might win (remember betamax/videotext, Mac/PC, OS2/Windows where the reverse was the case). Secondly and more importantly because I think people are starting to buy capability, rather than technology. The laptop is just a tool, you open the box and it works.

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