X-POP3-Rcpt: jaques.law@louise
Subject: Mac OS market share grows
Date: Thu, 30 Jan 97 14:07:04 -0000
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From: Chuck Rogers <rogers@apple.com>
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Thought you might be interested in this: 

---------------------------------------
MARKETING OPPORTUNITIES
---------------------------------------
Mac OS-Based Computer Sales Grew 9 Percent During Q4'96 

According to Apple's preliminary estimates, Mac OS licensees sold 120,000 computers (+/- 10,000) from October through December of 1996, bringing total quarterly Mac OS-based computer sales up to 1.043 million units. This represents a 9 percent increase in Mac OS-based computers sold over the previous quarter.

By looking at sales estimates from other manufacturers of Mac OS-based computers, you can easily see the positive impact that these compatible sales will have on the MacOS installed base in the coming years: 

* Power Computing sold more than 100,000 units in its first year (better than Compaq did in its first year).

* Motorola Computer Group shipped more than 40,000 StarMax Mac OS compatibles from its mid-November first-shipment through December 1996. According the Motorola, this number was way beyond expectations. 

* Umax sold nearly 100,000 U.S. of Mac OS units during its first six months of shipments. (Source: Umax/Edelman PR) 

* DayStar shipped a few thousand Mac OS compatibles into the quad-processor workstation market this year. A DayStar spokesperson said that for every SGI-equivalent Mac compatible system that they ship, Apple typically sells ten additional Mac OS support systems at a site. 

All of this is good news for Apple developers, because it shows that the overall market for Mac OS products IS GROWING, despite Apple's slip in Performa sales last quarter. And though the popular press paints a bleak picture of Apple's future, the company's market share is actually holding steady.

International Data Corporation (IDC) currently estimates that Apple's market share in 1996 was 6.6 percent, down only 0.2 percent over the previous year. To help put this in perspective, Guy Kawasaki reports, Sony's market share for color TVs in 1995 was 7 percent according to Appliance Manufacturer (April 1996, p. 32); and Honda's is about 7 percent in the car business.