According to Morgan Stanley’s Kathryn Huberty, Apple (AAPL) is the computer maker with the “most upside” as the PC market begins to stabilize after the dismal first quarter of 2009.
There’s some good news for Hewlett Packard (HPQ) and Dell (DELL) in the report to clients Huberty issued overnight Wednesday, but it’s mostly attributed to enterprise cycles and inventory restocking.
Apple, however, is a different story.
“Even before the new Macbook Pros launched,” she writes, “Apple began to outperform the broader commercial PC segment — with commercial Mac shipments up 25% [month over month] in May versus market growth of just 1%.”
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