Thus he sees Apple “particularly well positioned for more share gains heading into the back-to- school and holiday selling season.” Within the Tablet market, the iPad remains the Gold Standard as competitors struggle for mindshare and traction (note HP’s price cuts on the TouchPad).”
On the other hand, Apple will be competing with an upgraded Mac OS, new MacBook Airs (and other forthcoming Macs) and a new iPad iOS. Whitmore is quoted as writing in a research note: “Within the computing market, we see significant opportunity for Apple to take meaningful share in the second half as the Microsoft / PC ecosystem is relatively stagnant, lacking meaningful new offerings. Whitmore includes all other tablets in his with-iPad analysis. Without the iPad included, Apple is dead last among six vendors, with it included, Apple zooms to the top, as noted by Fortune’s Philip Elmer-DeWitt. On Monday, Deutsche Bank’s Chris Whitmore issued an analysis of 2Q11 notebook computer sales, with and without the iPad included.
