Especially if you throw in iPad sales, as yet another Wall Street analyst has done
If you look closely at the chart at right, taken from a note to clients issued Monday by Deutsche Bank’s Chris Whitmore, you’ll see that it has two entries for the second quarter of 2011.
Both show notebook computer sales as reported by the six largest vendors. The difference — which Whitmore has highlighted with an orange circle — is that the second includes iPad sales and the first doesn’t.
Most analysts don’t consider tablet computers real computers, but those that do have a very different perspective on Apple’s (AAPL) place in the market. As Whitmore’s chart shows, it’s the difference between last place and first place among the six largest makers of portable computers.
The irony is that according to Whitmore, Apple is well positioned to gain on Hewlett-Packard (HPQ), Dell (DELL) and the rest of the Microsoft (MSFT) Windows manufacturers even without the iPad. He writes: