If you throw tablets in the mix, Apple just became the U.S.’s No. 1 computer maker
“The iPad,” writes Deutsche Bank’s Chris Whitmore in a note to clients issued Monday, “is driving a rapid, unprecedented shift in the structure of the computing industry.”
To illustrate that point, Whitmore has taken a chart of domestic PC market shares over the past seven quarters as measured by IDC, which doesn’t consider tablets to be personal computers, and redrawn it with the iPad added in (see right).
Steve Ballmer, head of Microsoft said, just this last summer, that the iPad is simply ” a different form factor PC.” He considers it a PC. So why don’t others?