Apple loves you, iPad. Oh yes they do!
According to Goldman Sachs' Bill Shope, impressive iPad sales could make Apple "one of the largest vendors in the global personal computing market."
Here's more from Shope on Apple's progress in the PC market:
“Apple’s share of the PC market has been below 5 percent for most of the past 15 years, and even with the much-hyped 'iPod halo effect,' this level hasn’t changed in recent years. With the iPad, however, Apple is now offering a unique computing device that is priced for the mass market.
In fact, our Apple forecast assumes that the iPad segment will surpass Apple’s Mac business in revenues and profits by the end of fiscal 2011–the first full year of iPad shipments….If we include tablets in our PC unit forecast, then our estimates suggest Apple’s combined iPad and Mac market share would reach 12 percent in 2011.
Based on the current market share breakdown in the PC market, this could presumably make Apple one of the largest vendors in the combined PC and tablet market.”
Exciting times for Apple! Sounds like competitors better bring their A-Game in 2011
but we don't think it will help too much.