SOURCE: The Bedford Report

The Bedford Report

May 30, 2011 08:16 ET

iPad's Effect on PC Market Appears Overblown

The Bedford Report Provides Analyst Research on Apple & Dell

NEW YORK, NY--(Marketwire - May 30, 2011) - Analysts firms are mixed regarding the effect the iPad and other tablet devices are having on the PC market. PC sales were down in the most recent quarter, leading some analysts to attribute the drop to the growing popularity of tablet devices. Other analysts argue that the Windows 7 launch prompted a sales spike that boosted PC sales figures last year, leading to the current drop. The Bedford Report examines the outlook for companies in the Personal Computers Industry and provides research reports on Apple, Inc. (NASDAQ: AAPL) and Dell, Inc. (NASDAQ: DELL). Access to the full company reports can be found at:

www.bedfordreport.com/2011-05-AAPL
www.bedfordreport.com/2011-05-DELL

Market researchers said global PC shipments fell in the first quarter compared to a year ago, the first drop in six quarters, with Gartner and IDC reporting declines of 1.1 percent and 3.2 percent, respectively. Gartner had forecast the figure would rise by 3 percent. Shipments by the top three PC makers - HP, Dell and Acer - all decreased in the quarter compared to the same period last year. Apple however, reported a 28 percent year-on-year jump in quarterly sales.

The Bedford Report releases regular market updates on the Personal Computers Industry so investors can stay ahead of the crowd and make the best investment decisions to maximize their returns. Take a few minutes to register with us free at www.bedfordreport.com and get exclusive access to our numerous analyst reports and industry newsletters.

Analyst firm NPD argues that the iPad is not responsible for the drop in PC sales. "The explosion of computer sales when Windows 7 launched, as well as the huge increase in netbook sales at that time, are much more to blame for weak consumer PC sales growth than the iPad," said Stephen Baker, VP of industry analysis at NPD.

New research from Nielsen shows that less than 5% of consumers surveyed owned a tablet computer. The tablet computer may be little more than another tech gadget, or as Michael Dell calls it, "a third device."

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