The following video is part of our “Motley Fool Conversations” series, in which analyst John Reeves and advisor David Meier discuss topics around the investing world.
We learned recently that the ratio of PC sales to Mac sales has dropped from about 57 in 2004 to about 16 in 2011. The big takeaway here is that Macs continue to grow in popularity as PC sales flatten out as a whole. That’s a big reason companies such as Dell (Nasdaq: DELL) and Hewlett-Packard (NYSE: HPQ) continue to move beyond the PC for sales. Unfortunately, both continue to struggle.
John and David think Microsoft (Nasdaq: MSFT) should be worried, too. If PC growth is flat and Apple (Nasdaq: AAPL) is converging its mobile experience with its desktop experience, could Microsoft software sales be on the verge of contracting? Windows 8 is supposed to be for all platforms, but we’ll see. This is also a big reason Intel (Nasdaq: INTC) is pushing hard into chips for mobile devices. In their 10-Bagger portfolio, John and David think Intel has a better chance of making that transition and competing with ARM Holdings than Microsoft does in competing with Apple. That’s why John and David recently purchased shares of both Intel and Apple.
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A version of this article, written by John Reeves & David Meier, originally appeared on fool.com