Survey: Apple to reap reward of stronger consumer confidence

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May 1, 2009, 01:11 PM —  Computerworld — 

The first uptick in consumer confidence in 17 months is good news for Apple Inc., market research firm ChangeWave said Thursday.

According to Paul Carton, ChangeWave's research director, the company's April survey of 3,200 consumers showed a two-point increase, from 6% to 8%, in the number of people who said they planned to buy a laptop in the next 90 days -- the first gain since November 2007.

If it pans out, the increase means Apple can breathe a little easier. "The economy is finally starting to move in Apple's direction," Carton said during a conference call Thursday. "Overall, laptop sales look like they'll be hopping in the future, and that means Apple is well-positioned going forward."

Carton based his optimism on the fact that, of those consumers who said they would buy a laptop in the next three months, 29% planned to buy an Apple laptop. While that number is down a point from February, it's up two points from January.

That would be good news for Apple, which last month said it had sold just 2.2 million Macs -- 1.4 million of them laptops -- to report its first year-to-year decline in computer sales in nearly six years.

But netbooks, the smaller, lighter and cheaper laptops that are quickly gaining market share, are the proverbial fly in Apple's ointment, said Carton. Almost one-fourth of the people who said they planned to buy a laptop added that the machine would be a netbook; the 23% who said last month they planned to buy one in the next 90 days was up from February's 18% and January's 14%, a noteworthy surge.

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