More Videos
- 3D's Tipping Point and Your Living Room
- Silicon Valley and Hollywood Now Fast Friends
- HP Comes in As Expected; Is It Time to Buy?
- Apple Comes to AT&T's Rescue
- My Top 10 Tech Toys for the Holidays
- iPhone a Better Gaming Platform Than Android?
- Dell Has Some Explaining to Do
- Dell May Start to Show Some Promise
- Has Twitter's Finest Hours (Seconds) Come and Gone?
- Intel's Andy Bryant Offers An Explanation
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- Ritz-Carlton ?Struggling? in the US: President
- Oil Price to Average $75.40 in 2010: Poll
- Half of Banks' Losses May Still Be Hidden: IMF Head
- Obama Reiterates Commitment to Boost US-India Ties
- NBA D-League On The Rise
- Americans Ditch Planes for Trains this Thanksgiving
- Jobless Claims Below 500,000, Durable Orders Slip
- Citi Mortgage Reveals What Treasury Won't
- Topless Business Is Taking Off
- 3 Software Stock Picks from Lazard's Senior Analyst
- Schork Oil Outlook: Gas Bulls Pinning Hopes on Mother Nature
- Toyota Makes Recall Fix And So Long Saab
- Investors Bet on a New Year's Rally For eBay
- Why You Should Play the Reflation Trade: Stock Picker
- Citi Mortgage Reveals What Treasury Won't
- S&P to Hit 1,200 by Year-End: Chief Investor
- Amended Berkshire Hathaway Filing Indicates No Secret Stock Stakes at End of Q3
- Consumer Mood Improves, But Anxiety Over Finances
- Jobless Claims Below 500,000, Durable Orders Slip
- AIG Board OKs CEO Pay; Benmosche Agrees to Stay
- Half of Banks' Losses May Still Be Hidden: IMF Head
- Obama Going to Copenhagen Climate Summit
- Half of Banks' Losses May Still Be Hidden: IMF Head
- Americans Ditch Planes for Trains this Thanksgiving
- Oil Price to Average $75.40 in 2010: Poll
- FDIC's Bair Cautions on Risks in Bank Break-Up Plan
RSS FEED
Tech Check
Text Size 
 |
CNBC.com |
Remember those stories way back when? iPod customers who never thought they'd want an Apple computer would go in, buy an iPod, see a Mac, fall in love and buy one of those too?
Seems like the same scenario could be shaping up for iPhone and enterprise customers.
And that could be a boon to Apple [AAPL
Loading...
()
]. As more and more enterprise clients adopt iPhone as a worthy alternative to the BlackBerry from Research in Motion [RIMM
Loading...
()
], they may come to the same conclusion that Mac offers a compelling alternative to anything Windows based. It's something Pacific Crest's Andy Hargreaves has been out in front of as well, and he's out with a compelling note this morning that quantifies just how important all this could be to Apple's broader strategy and market penetration.
He says today that IT and reseller checks suggest Mac's enterprise penetration is growing. While we've had indications of that in the past (there's no way that those 2 million Macs a quarter are being sold ONLY to consumers), this is one of the first times where we're starting to see the Street recognize Mac's enterprise reception. He writes that large enterprise contacts believe "Mac usage could grow 2x-3x over the next two years" and that iPhone create "dual halo effect that drives enterprise Mac sales."
He also reports that the new Macbook Air is attracting Mac and Windows corporate users. Just how important is the enterprise to Mac? Hargreaves says a 1 percent enterprise share gain "should add about 25 cents" to Apple's EPS.
That's significant. He doesn't write "could," he writes "should," suggesting that such a move isn't merely possible, but probable.
Interestingly, he says the only stumbling block for wider Mac enterprise adoption is training and support, "a key barrier to dramatic growth."
Which is actually potentially even more good news for Apple. Last I checked, it's a heck of a lot easier training someone how to use a Mac than it is trying to train newbies how to use a Windows machine.
Questions? Comments?
Data is a real-time snapshot *Data is delayed at least 15 minutes