AAPL Stock: 111.78 ( -0.87 )

Printed from

Vista delay positive for AAPL

updated 10:55 am EST, Wed March 22, 2006

Vista delay, 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."

by MacNN Staff





  1. kw99

    Joined: Dec 1969


    It may not hurt MS

    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.

Login Here

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


Network Headlines


Most Popular

MacNN Sponsor

Recent Reviews

Dell AD211 Bluetooth speaker

For all of the high-priced, over-engineered Bluetooth speakers in the electronics market, there is still room for mass-market solution ...

VisionTek 128GB USB Pocket SSD

USB flash drives dealt the death blow to both the floppy and Zip drives. While still faster than either of the old removable media, sp ...

Kodak PixPro SL10 Smart Lens Camera

Smartphone imagery still widely varies. Large Megapixel counts don't make for a good image, and the optics in some devices are lackin ...


Most Commented