PC vs Mac Ads

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Its years that we have not seen any more PC vs Mac ads. Actually they were more based on operating systems. But it seems Microsoft and Apple both are not high lighting any difference between Windows 8 and Mac OS X any more.

Microsoft officially ended support for Windows XP last Tuesday, April 8, over 12 years since it was first sold in October 2001. Even though this has been well known, by at least businesses, almost 30% of the worldwide installed PC operating systems are Windows XP. This could provide an opportunity for Apple Apple to increase its Mac sales as some users look to buy new systems vs. upgrading the software. (Note that my family and I own Apple shares).

Windows XP should become more vulnerable to viruses and other hacks

Last week Microsoft officially stopped supporting Windows XP. While there probably wont be a rush to migrate or change systems since this should have already happened (but hasnt so it highlights the slow pace of change) there could be an opportunity for Apple to increase its share of the PC market.

Source: Net Market Share via Ars Technica

Gartner and IDC had Apples U.S. share of the 2013 PC market at 12.6% and 10.3% , respectively, and both have the companys worldwide share at 5.4%. Gartner and IDC have U.S. total PC shipments at 60.7 and 63.5 million, respectively, and both have worldwide PC shipments at 316 million for the year (17.1 million Macs). HP and Dell Dell each have about 25% of the U.S. PC market (and therefore the most vulnerable to Macs gaining share) while on a worldwide basis Lenovo and HP are the two leading vendors with about 17% share for each of them.

Every 1% increase of worldwide market share generates about $0.88 in EPS

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