What if the iPad were a PC?

Philip Elmer-DeWitt on a report by Deutsche Bank’s Chris Whitmore:

Exclude the iPad, and Apple’s PC sales grew 24% year-over-year. Include them, and Apple’s unit sales soared roughly 250%. By comparison, Hewlett-Packard grew 3% year-over-year and Dell units fell 5%.

When the iPad is part of the mix, Apple’s share of the U.S. PC market is about 25%. That makes it the market leader, having gained a remarkable 18 points in the space of two quarters.

John Gruber comments:

Like I just said, there’s no way Microsoft and Intel aren’t taking this seriously.

He's right.