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Analyst on Leopard, Intel transition

updated 10:25 am EDT, Mon August 14, 2006

Leopard, Intel transition

One analyst today offered praise to Apple following tests of a developers-only copy of Mac OS X 10.5 Leopard. "We believe Leopard will be seen as superior to Windows Vista and boost Apple's growing market share," Piper Jaffray senior analyst Gene Munster said. "After a week of testing the Leopard preview, we are impressed with the next generation operating system." The firm tested the most significant new features such as Time Machine, a comprehensive file backup interface; Spaces, which virtualizes multiple desktop spaces; Mail 3.0; and Safari 3.0. Munster also believes that the way in which Apple chooses to integrate Boot Camp into Leopard will significantly change the impact of Boot Camp on the company's ability to capture market share from Windows users. "As Boot Camp moves from beta to an official version in Leopard and the Windows installation becomes more user-friendly, increasing numbers of Windows users will switch to a Mac."

The firm spent time talking to 16 developers at the World Wide Developers Conference (WWDC) regarding their thoughts on the Intel transition one year after it began. Despite some concerns from industry watchers that the transition will negatively impact Mac application development, Munster believes that conversations point to the contrary.

Of those 16 developers, 14 said that Windows running on a Mac will positively impact Mac application development, according to the analyst. All of those 14 developers who have ported an application from PowerPC to Universal Binary said the process was easier than they originally expected. Additionally, 15 of the 16 developers believe that the Intel transition will result in a greater number of Mac applications in the future.

"With more than 4,200 attendees compared to 3,500 last year (up 20 percent), Apple's WWDC '06 was the highest attended Developers conference in company history," Munster said.

Piper Jaffray maintained its "outperform" rating with a price target of $99 on Apple shares.




by MacNN Staff

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Comments

  1. MacnnGregor

    Joined: Dec 1969

    0

    Okay, but...

    First I am of course aware that Piper does have a stake in being optimistic with stock price on AAPL.

    Hopefully they are getting accurate feedback to their questions, but how can you be in a group of 4000+ developers and only ask 15? Did they ask the developers who thought Mac development would increase "why?" Did they ask about XCode, DashCode and the new game physics middle ware and how those improved to the point that cross-platform devo would be continually easier? I know there are real technical improvements out there and 3rd parties are pushing everything from virtualization and more, but I would appreciate some real details that go beyond keynote generalities.

    What has happened to journalism in this country?

  1. SubPop

    Joined: Dec 1969

    0

    Statistics...

    Hopefully they are getting accurate feedback to their questions, but how can you be in a group of 4000+ developers and only ask 15?

    Every time someone uses a smaller population to represent the whole, we always hear this argument.. "you only inteviewed X number of people".. Fifteen out of four thousand is statistically significant, especially when all but two people are agreeable.. You can get a pretty accurate representation of the opinion of the whole population in this type of case..

    Of course, that does assume that the sample taken is random.. The bigger problem with this journalist's anecdotal experiment is that he interviewed WWDC attendees.. Presumably, if you've paid your money to be there, then you are 1) a developer and 2) already convinced that application development on the Mac will be viable into the forseeable future.. This is not a random sample.

    As for the rest of your questions - the general answer is "time".. Nobody has time to document every "why" under the sun when looking for a general story.. Journalists are not statisticians - The only thing "why" would bring is 15 completely different answers to the same questions: there would be no useful information in that, only filler..

  1. flanders

    Joined: Dec 1969

    0

    NDA?

    Isn't the Leopard Preview disc under NDA?

  1. sixcolors

    Joined: Dec 1969

    0

    Bye Bye ADC membership

    Well that violates the terms of the ADC membership. Probably should have read the NDA before running his mouth.

  1. discotronic

    Joined: Dec 1969

    0

    Re: NDA

    I don't think they mentioned anything in the article that hasn't already been touched on at WWDC.

    Besides that, I don't think Apple would get upset with Piper Jaffray since they are always making Apple out to be the greatest company in history.

  1. testudo

    Joined: Dec 1969

    0

    Re: okay but

    Hopefully they are getting accurate feedback to their questions, but how can you be in a group of 4000+ developers and only ask 15? ... What has happened to journalism in this country?

    Well, it says they talked to 16 developers, not 15. Plus, this is from analysts, not reporters. They're informing their customers their take on the situation, not trying to get you more information, or taking statistically valid poll information.

    And, really, what kind of responses would you expect from Mac developers except "This is only going to help Apple!" I mean, most of them are probably just like the people posting here that say the same things.

  1. Feynman

    Joined: Dec 1969

    0

    RE Bye Bye ADC membership

    They actually did not say anything more than what you can read in the press release.

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