According to new research, sales of Apple (AAPL) Macs will surge as the year turns to 2008.
Based on a two surveys done in November by research firm ChangeWave, 29% of potential PC buyers who plan to make a purchase in the next 90 days plan to buy an Apple Mac. In early 2006, that number was closer to 12%. The percentage of companies planning to buy Macs is also rising and hit 7%.
Dell (DELL) which has been doing poorly in the survey for the better part of two years may be reaching a point of stability. About 30% of people planning to buy a PC in the next 90 days plan to buy a Dell. That number was flat with the previous month, but down from about 43% in June 2006 when laptops and desktops are average together. Corporations planning to buy Dells actually moved up slightly in November.
Hewlett-Packard (HPQ) turned in remarkably weak results. About 22% of PC buyer looking to buy in the next 90 days said they would get an HP. Among corporations, the number was about 14%.
If the figures are close to correct, Apple is going to have a huge Q1 and HP investors are going to be very disappointed.
Douglas A. McIntyre
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