financial/investor

03/22/2006, 10:55am, EST

Wednesday, March 22nd

Vista delay positive for AAPL

Senior analyst Gene Munster of Piper Jaffray today published a research note regarding Microsoft's decision to delay its Windows Vista launch, outlining the expected impacts on involved parties. "Vista promises to incorporate a simplified, enriched consumer experience, which is the hallmark of the Mac operating systems. Therefore, we view delays in Vista as a fractional near-term positive for Apple," Munster said. The analyst believes Vista's delay will potentially result in a 5 percent negative impact on December 2006 revenue and earnings estimates for Microsoft. Munster notes, however, that the impact will likely be short lived. "Unlike other software companies' product launches, Microsoft products tend to have slow uptakes, with a steady ramp lasting up to two years. A two month slip in a product does not have a long-term impact on Microsoft's business model."


Filed under: Investor

, , 1 comment, del.icio.us, slashdot, digg, buzz


1 comment
Reader Reactions (Please use <i></i> for italic text)

subscribe to comments
for this article




Expand All   Global Settings
It may not hurt MS
0
03/23, 3:01am, EST
long term, but it hurts Microsoft's PC-making partners. Some customers are going to delay purchases of Windows PCs if they do not come with Vista. Since this delay takes the decision to buy beyond the 2006 holiday season, it will be more impactful.

Apple is a hardware company, not an OS vendor. It competes with other hardware companies more directly; more so than with Microsoft.
Fresh-Faced Recruit
Joined Nov 2001
User is offline
Your Comments

In order to post comments: If you are a registered member, please login with your MacNN Forums username and password otherwise please uncheck the checkbox below.


Registered Member?
macnn forums login:

macnn forums password:

Not a member of the MacNN forums? Register now for free.

RSS Feeds

Have the latest content delivered to your desktop via RSS. Use the links below to get access to a specific blog, news, or reviews feed.



  MacNN -all

  MacNN Reviews

  MacNN Podcasts

  iPodNN

  Electronista

  Left Lane News
Want To Sell Your Laptop? Any Condition - receive Top Cash. Get an instant quote. Free shipping www.CashForLaptops.com
Buy from The Apple Store, iTunes.com, Amazon.com, TechDepot, OfficeDepot, Computers4Sure, or donate.