"It's a pretty amazing transition in market leadership by Acer," said Loren Loverde, the program director of IDC's PC Tracker. "It's reflective of the changes in form factors and channels and pricing--the way we've shifted to lower cost portables, particularly in consumer and retail, which is where Dell was not as strong."
Advantage comes through cost competition and distribution channel capture. Design (the least expensive type of innovation) is another factor, but only Apple has the ability to deliver a differentiated product in this space.
tags: s-curve, distribution, maturity, computers