HP dropped -12.7 percent, Dell dropped -9.5 percent, Acer -14.1 percent and Toshiba -19.5 percent in the U.S. market for the second quarter of 2012.

Apple was up 4.3 percent.

Note that the numbers include “desk-based PCs and mobile PCs, including mini-notebooks but not media tablets such as the iPad.” So they included everything that would make the PC companies look as good as possible. Imagine if they included the iPad in Apple’s numbers.

I think that says it all.