8:50 am: Walt circles back, notes that Ballmer uses the term PC to include things that most people don’t think of as PCs. Is the iPad a PC?
Ballmer: Of course it is. What do you do on it? Answer email….A guy tried to take notes on it at a meeting I was at yesterday–that was interesting [chuckles from the audience]. He suggests that the positioning of devices like the iPad as something beyond the PC is just a marketing tactic.
via Steve Ballmer and Ray Ozzie at D8 Conference: on Competitors, Tablets, Future of Computing and much more | Microsoft | ithinkdifferent.
If only the analysts would add the 2+ million iPads shipped this quarter to Apple’s Mac units and declare that Apple’s market share doubled(*). If only things were so simple.
At least on this I agree with Ballmer.
(*) The iPad is already outselling the Mac on a weekly run-rate.
Data tracking firm Nielsen Co.’s quarterly survey found that, in the U.S. the iPhone added two percentage points for a 28% market share in the three months ended in late March compared to the previous quarter. RIM still had the biggest market share at 35% but it lost two percentage points in that period.
Phones that run on Google Inc.’s Android operating system also gained two percentage points for a market share of 9% over the same period, while Microsoft Corp.’s Windows Mobile phones lost two percentage points for a 19% share.
via Appetite for IPhone Continues Undiminished – Digits – WSJ.
Although Android is often considered in competition with the iPhone, as we’ve shown in the past, the two are seldom competing for the same purchase decision. From a distribution and business model point of view, the platforms are mostly non-overlapping.
The installed base data above shows that in their respective areas of competition: in the US, with the current operator channel, the iPhone is taking share from a similarly positioned platform (RIM) while Android is taking share from a similarly licensed alternative (Windows Mobile).