AAPL Stock: 123.25 ( -0.99 )

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


Recent Reviews

Seagate Wireless

It seems like no matter how much internal storage is included today's mobile devices, we, as users, will always find a way to fill th ...

Brother HL-L8250CDN Color Laser Printer

When it comes to selecting a printer, the process is not exactly something most people put a lot of thought into. Printers are often t ...

Moshi iVisor AG and XT for iPad Air 2

Have you ever tried to put in a screen protector that relies on static to cling to the screen? How many bubbles and wrinkles does it h ...


Most Commented