Mac news from outside the reality distortion field
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July 17, 2008, 7:15 am

Reports: Apple is No. 3 PC maker in U.S., No. 6 worldwide

Dueling reports Wednesday from the two leading PC survey firms — Gartner and IDC — confirm what the crowds at the Apple (AAPL) stores have been telling us: The Mac had a great second quarter.

According to Gartner, Mac sales grew 38% year-over-year to edge out Acer/Gateway/PackardBell for the No. 3 spot in the United States after Dell (DELL) and HP (HPQ). IDC recorded slightly slower growth (31.7%) and has Apple still trailing Acer by 2,000 units — not a statistically significant figure in a quarter in which Apple shipped an estimated 2.37 million Macs worldwide.

Gartner puts Apple’s U.S. market share at 8.5%, up from 6.4% a year ago; IDC has it at 7.8%, up from 6.2%. Both reports are preliminary.

Apple still doesn’t make the top 5 in either company’s list of top PC vendors worldwide, although IDC’s Loren Loverde says it came in No. 6. (link)

It’s worth noting that while its competitors were cutting prices to boost sales in a tight domestic economy, Apple managed to grow faster while maintaining profit margins that are the envy of the industry.

And if you count iPhones and iPod touches as computers, says 9to5 Mac’s Seth Weintraub, “you get a whole new ball game.”

Below the fold: the charts from both reports.

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Philip Elmer-DeWittSilicon Valley veterans like to joke that Steve Jobs must be surrounded by a reality distortion field; if you get too close to him, you start to believe what he's saying. Thanks to the success of the iPod, the launch of the iPhone and the renewed interest in the Mac, Apple has made believers out of millions of customers - and made a lot of investors rich. But Philip Elmer-DeWitt believes that an ounce of skepticism never hurts when writing about the company. He should know. He's been covering Apple - and watching Steve Jobs operate - since 1982, first for Time Magazine, then for Business 2.0, and now for Fortune.
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