Credit Suisse First Boston analyst Robert Semple favours Apple above other stock picks in the PC sector.

The analyst believes computer sales growth slowed in September, climbing just 6 per cent year on year, the slowest growth rate of any month this year.

He thinks the fourth quarter will be "difficult" for the industry, pointing out that profit margins have been cut in a competitive market.

"It is clear that the PC market's unit progress is being almost completely offset by price declines, particularly in notebooks, and a secular shift to the low end of the market," he told Forbes.

"In an environment with aggressive pricing and tight component prices, we believe investors should own the companies that are profitably gaining share and have some semblance of price protection, namely Apple," he said.