Oops, I forgot to blatantly self-promote. I wrote something similar back on July 25th after conference call with investors:
"The reality is that ... the bulk of Apple’s growth is from traditional sales of Macintosh computers. Of the ... $1B in growth year-over-year ... at least two thirds comes from growth in sales of desktops and laptops."
It would be curious if this was intentional. From a pure "muscles" point of view, grabbing a few percentage points more of desktop/laptop market share would be huge for Apple, and would help all their efforts. It's not as if they're not doing good desktop/laptop products, they just don't have a good channel strategy. There are so many people I meet who would consider buying a Mac, but besides the TV ads, there's not much reaching-out going on.
