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Apple isn't mentioned at all in that group, and yet, a lot of people maintain that they're also PC's, which the Intel ones are definitely able to run Windows, amongst other things...
But, back to the main program: unless you're starting up a new business, or you have a computer that's dying a horrible death, seriously, how many people can justify buying a whole new computer if they already have one that works? I have a 10 year-old PC (admittedly, better than average hardware for the time when bought, in terms of balance) that isn't too much slower than modern machines for the sorts of tasks the majority of people use their computers for: watching YouTube, email, and the web in general. Sure, it helps that I actually know how to keep a system running optimally, but the point is this: the practical requirements that people have for PC's hasn't changed all that much in a decade, unless they're of the higher end users that also happen to have a time/value tradeoff to make which makes it worth spending money to get a new machine. There are things I do that can make it worthwhile getting a faster machine, but seriously, how fast do home computer users *NEED* to encode video or something like that, since there's no money involved, and once they set it up and tell it what needs to be done, they don't really need to sit there and wait. It has been my personal experience in the field is that unless there's legal requirements changes, the same thing happens with software, too: if it still worked well enough to function as needed a year ago, why upgrade when the economy is down? It'd be very interesting to see a plot of the statistics for software sales and see how they line up with hardware sales.
You've raised some valid issues and I've been wondering whether we're going to hit a performance plateau where computers will get to a speed where the 'need' to upgrade becomes less and less to the point that we see a plummet in sales. I would have been sceptical that this is the plateau but given the move by Microsoft to make Windows 7 more efficient - the usual motivation for hardware upgrades (Windows and OEM - the symbiotic relationship) is no longer going work and hardware performance has gotten to a point where the vast majority of end users are pretty much happy once they get a Core 2 (or even a Core 'Classic' or Atom is more than enough).
I don't think things are going to pick up any time soon as there is a move to cheaper Atom based hardware and Windows 7 improves in efficiency - so we might see another round of consolidation in the OEM marketplace as shipments drop and margins decrease.
As for Apple, Apple is pretty much immune from the swings in the PC cycle because their hardware is different enough in regards to EFI and being able to run Mac OS X to make it subject to other factors besides hardware plateau and operating system releases.
Apple isn't mentioned in the that group because Apple isn't in the worldwide top 5 of PC makers. If you read the link carefully they do list Apple in the top 5 *US* PC makers.
maybe they fare even better: http://apple20.blogs.fortune.cnn.com/2009/03/05/apple-so-far-immune...
Edited 2009-04-16 07:33 UTC
Did you read the original article? This is what it says:
So Apple appears to be underperforming compared with the general US market. The article is silent about the worldwide position, though.
i was writing about apples share of revenue and profit. the linked text suggests that the average price of the computers apple sells stays high while the average price of the other pcs is falling sharply (i blame the netbooks). that could mean that apple gets a bigger share of revenues and profit while loosing market share calculated by units sold.



