Deutsche Bank points out that Apple is now the number three in the portable computing market if you add the company's iPad tablet to the mix.
Starting with IDC's global portable computing market share survey for the June 2010 quarter, he has redrawn Apple's (AAPL) share, adding the 3.27 million iPads the company sold in the quarter to its 2.47 million MacBooks and MacBook Pros.
"When including the iPad as part of the NB [notebook] market," he writes, "Apple leapt over Asus, Lenovo, Toshiba and Dell in terms of global unit share."
Viewed this way, Apple goes from being No. 7 in the worldwide portable computer market to No. 3, after only Hewlett Packard (HPQ) and Acer. And it's not stopping there, says Whitmore.