The Mac Observer

Skip navigational links

You're viewing an article in TMO's historic archive vault. Here, we've preserved the comments and how the site looked along with the article. Use this link to view the article on our current site:
Analyst: 'Boot Camp to be Catalyst for the Halo Effect'

TMO Reports - Analyst: 'Boot Camp to be Catalyst for the Halo Effect'

by , 12:50 PM EDT, April 7th, 2006

Piper Jaffray analyst Gene Munster on Friday issued a research report in which he examine the impact of Apple's release of Boot Camp and declared that it will be a "catalyst for the halo effect." With Apple's current worldwide market share at 2.5% and the analyst currently calling for that to remain flat this year and next, he called such an assessment "conservative" and said that he expects Mac market share to increase.

Mr. Munster shared tables that show how an increase in Apple's market share will impact Mac shipments, revenue derived from its computer division, and EPS (earnings per share). He projects that market share could reach 3.5% this year, which would result in just over 8 million Macs sold, an extra US$3 billion in revenue, and $0.33 added to EPS.

Next year, he thinks Apple could attain a market share as high as 5%, which would mean 12.7 million Macs sold, just over $8 billion added to overall revenue, and $0.85 added to EPS. While he assumed a $1,310 average selling price (ASP) this year, he dropped that to $1,280 in 2007, which would take into account increased sales of Apple's consumer models.

Mr. Munster retained his "Outperform" rating on Apple's stock, with a $103 price target. The company's shares had been in the doldrums for several weeks but awakened from their stupor when the Boot Camp public Beta was released on Wednesday. At 12:51 PM EST on Friday, however, Apple's stock was selling for $69.34, down 2.67%. Investors are likely cashing in profits from the stock's over 10% jump the past two days, rather than reacting to negative sentiment.


If you are interested in Apple's stock, join our forum members in the Apple Finance Boards, a moderated forum for Apple Investors and people who are interested in Apple's financial dealings. For other stories regarding Apple's stock activity, visit our updated Apple Stock Watch Special Report.

Recent Headlines - Updated November 1st

Fri,6:58 PM
Pee-Wee Herman Stars in Avengers Trailer
6:34 PM
Trent Reznor on Working for Apple: ‘It’s Everything I Asked For’
5:50 PM
Last Chance for The Complete iOS 8 Course With Swift for $89
4:42 PM
MacTech Conference 2014: Talk to Kelly and Dave!
4:30 PM
Apple Wins the Old-fashioned Way: Outsmart the Competition
3:00 PM
Judge Rules Cops can Force You to Touch ID Unlock your iPhone
2:02 PM
iOS 8: Adding Fitness App Data to the Health App
1:16 PM
TMO Daily Observations: 2014-10-31
11:25 AM
How To Clean Up and Rebuild Apple Mail Data [Yosemite Update]
9:39 AM
Judge to Unseal GT Advanced Bankruptcy Filing Documents
8:45 AM
Yosemite: Maximizing Windows & the Green “Stoplight” Button
Thu,7:17 PM
Meijer, the CurrenctC/MCX Member Who Refuses to Block Apple Pay
  • __________
  • Buy Stuff, Support TMO!
  • Podcast: Mac Geek Gab
  • Podcast: Apple Weekly Report
  • TMO on Twitter!