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by gmueckl
53 days ago
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Your first point seems flawed: Apple production numbers are to supply markets worldwide. All the other numbers focus on the US only. That alone makes the threat at the OS level evaporate. Lenovo reportedly sells around 50 million units per year, Dell is at 25 million. 5 to 10 million units is tiny. |
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That's a good point. Still, assuming 50% US sales since US purchasing power is still relatively higher and Apple penetration in RoW is lower, it's not an order-of-magnitude difference, so the analysis is still useful. An additional indicator is that MS themselves are taking high-level executive action, so they're worried about something.