Deutsche Bank’s Chris Whitmore on Fortune:
Exclude the iPad, and Apple’s personal computer sales grew 24% year-over-year. Include them, and Apple’s unit sales soared roughly 250%… 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.
I think the iPad is something other than a PC, a post-PC.