It isn't easy making a living in this country as a box seller, unless your name just happens to be Apple
Gartner published its PC sales metrics for the fourth quarter last night. The industry tracker estimates that 17.9 million computers were shipped during the holiday period, a 5.9% decline from last year. The category includes traditional PCs, laptops, and mini notebooks, excluding the tablets and smartphones that are selling briskly these days.
If you want to make an ugly number even uglier, back out Apple. Take away the more than 300,000 computers it sold this past quarter relative to last year and this country's non-Apple PC shipments fell by a staggering 8.6%.
Sales have been sluggish outside of Apple for more than a year, but Hewlett-Packard
Let's take a look at the market share changes over the past year.
Here are a couple of interesting nuggets from the data.
- Dell and Toshiba may have gained market share, but it's a shrinking pie. Their total shipments actually declined.
- Apple overtook laptop specialist Toshiba and Acer for the bronze this time.
- Globally, the outlook is better, and Dell actually shipped out more PCs, but the global shipments still declined by a problematic 1.4%.
Gartner isn't optimistic about how things will play out in the near term. Floods in Thailand have resulted in a hard-disk-drive shortage that will limit the industry's shipments through at least the first half of this year.
This may all seem like gloomy news for Microsoft
HP and Dell better hope that's the case. Apple keeps closing in with every passing quarter.
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Longtime Fool contributor Rick Munarriz calls them as he sees them. He does not own shares in any of the stocks in this story, except for HP. Rick is also part of the Rule Breakers newsletter research team, seeking out tomorrow's ultimate growth stocks a day early.