Apple: Is the glass half full or half empty?
Depending on how you crunch today's data by Gartner, either Apple has managed to grab an additional 8% market share of the PC sold during Q4 '08 compared to the same period during '07, or it has lost 23% market share compared to Q3 '08.
Is the Apple glass half full or half empty?
On the one hand, Apple is losing ground, especially when compared to Acer, which made excellent gains during Q4 '08 (these gains are mostly down to netbook sales, which aren't a big moneymaker), but when you compare the data to the abysmal data coming from Intel, Apple doesn't seem to be doing too bad at all.
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My take is that just like Google, Apple was one of those golden goose stocks that were expected to generate huge profits no matter what and that the choppy economy has been a reality check to investors. My belief is that Apple is good stock, but that the era of insane returns is over ... for now at any rate.
Apple's investor conference call on the 21st should be interesting.