Apple owns the U.S. retail PC market

According to NPD, 91 percent of all computers sold at retail for more than $1,000 were Macs. That marked a slight increase from the 88 percent in May. But Apple officially owns that market, and it appears the price cuts across its MacBook Pro lineup introduced in early June helped. On Tuesday, Apple announced that it sold 13 percent more Macs during April, May, and June of this year than the same period a year ago, despite the recession and price-conscious consumers.
Of course, all the computers Apple sells--with the exception of the $999 white plastic MacBook and the Mac Mini desktop--are more than $1,000, so they should own that market. NPD's numbers do not include specialty gaming PCs that enthusiasts usually customize and buy online, which can be well over $1,000. But, as NPD analyst Stephen Baker points out, two-thirds of all computers are sold at retail, so the numbers paint a comfortably accurate picture of what's going on in the PC market.
That would seem to justify Apple COO Tim Cook's comments on his company's earnings call earlier this week, where he pretty much said Apple would never make a Netbook because the company doesn't think it can make a quality notebook for $400 or $500. ("We're going to focus on what we've always done.
Until the cheaper MacBook Pros came out in June, retail data in the U.S. showed Apple notebook sales growth was actually declining from February through May, which helps explain the price cuts.
But Baker believes that even if Apple doesn't do a Netbook, "sooner rather than later" Apple will need to come down to $799 for its lowest-end notebook if it wants to continue to grow its market share. And, he says, there's precedent at Apple in this area.

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