400,000 Windows users switch to Mac
Needham & Co. estimates that the "iPod halo" may have attracted up to 400,000 Windows users to the Mac so far this year.
In a note to clients, analyst Charles Wolf observed that Apple's "key drivers" (iPod and the iPod halo effect) "continue to work". He believes Apple is set for even more growth in future.
Wolf wrote: "The iPod continued to lure Windows users into the Macintosh fold (in the third quarter). Mac unit shipments rose 35 per cent, three times the PC market growth rate."
Mac unit shipment surged 43 per cent in Apple's second quarter. Wolf believes it's "reasonable to conclude" that this was "driven chiefly by Windows users buying Macs".
"Assuming that Mac shipments would have been flat year-over-year, these percentage increases imply that about 200,000 Windows users purchased Macs in both the second and third fiscal quarters," he added.