Vista Delay to Boost Apple, Leopard for Christmas
Vista Delay to Boost Apple, Leopard for Christmas
by , 10:20 AM EST, March 23rd, 2006
UBS analyst Ben Reitzes sees Microsoft's announcement that Windows Vista is being delayed again as bad news for Dell and a good opportunity for Apple. The continuing setbacks in the next version of Microsoft's operating system are putting PC manufacturers in a tight spot. Dell has been working to improve its position in the consumer market, and will likely see delays of its own while waiting for the consumer version of Vista.
Apple is in a much better position since it will have completed the transition to Intel processors for the Mac product line before the end of the year, eliminating concerns over "holdouts" waiting for the chip transition to complete. Mac OS X 10.5, or Leopard, is due as early as November, giving Apple another opportunity to gain market share.
Mr. Reitzes expects Apple to release Mac OS X 10.5 in time for the holiday buying season. He speculates that Apple will enhance the features in Spotlight, Dashboard, iChat, and Safari's RSS capabilities. He also expects that Leopard will include more features geared towards home digital entertainment and HD formatted content, positioning the Mac as a solid offering to consumers as they head into the holidays.
Previously, analysts were predicting a 10 percent growth in the non-Mac PC market for 2006. Microsoft's delay, however has Mr. Reitzes calling that prediction aggressive. He expects fewer and fewer consumers will buy Windows-based PCs leading up to the eventual release of Vista.
The iPod will likely remain a top gift during the holiday season. The recent addition of Quanta as a video capable iPod supplier should help Apple to meet consumer demand, leading Mr. Reitzes to speculate that concerns over supply issues are overblown.
UBS is maintaining its buy position and target value for Apple's stock at US$100. Apple is currently trading at US$60.93, down 0.74 (1.20%).
If you are interested in Apple's stock, join our forum members in the Apple Finance Boards, a moderated forum for Apple Investors and people who are interested in Apple's financial dealings. For other stories regarding Apple's stock activity, visit our updated Apple Stock Watch Special Report.
Observer Comments
Thu Mar 23, 2006 2:24 pm Subject: I predict: no effect
The average consumer has no clue about Windows Vista. (The average consumer doesn't even know what an operating system is.)
People buy Windows machines because:
1. it is what they have at work
2. it is the safe choice
3. the store doesn't sell Macs
4. Dell doesn't sell Macs
5. Macs are too expensive
6. their expert friend told them to buy Windows
The delay in Windows Vista changes none of this behavior.
,dave
Thu Mar 23, 2006 2:50 pm Subject: Power users may switch
I can't say I disagree much with Dave's cogent analysis. There's a lot of sense in that list.
I think there are opportunities to convince consumers if Apple does a good job of marketing the stagnation of Windows vs. the cool new features of Leopard. But, I agree it's an uphill battle.
Also, I could see some power-users switching because of the delay in Vista. Though, I suppose most of them have already switched.
Apple also said that they would set up the Leopard releace to coincide with the Vista release. So 10.5 in January is possible.
On the other hand, look what happened when Apple released the Intel Macs in January instead of June. You just never know what will come, nor when it will come.
Fri Mar 24, 2006 5:27 am Subject: Listening carefully
Quotemacinnerd wrote:
On the other hand, look what happened when Apple released the Intel Macs in January instead of June. You just never know what will come, nor when it will come.
Jobs never said Intel Mac’s would come out in June. What he said was “by this time next year.†When i heard that, i immediately expected a MWSF rollout. Only the folks who don’t listen carefully expected a June 2006 intro. Granted, that was a large crowd!
Anyone following the Vista legacy through MS employee blogs, beta testers, and media slips has some real horror stories to recount about Microsoft's new train wreck.
The revelations are astounding in number and type. Current computers can't install it. If they can it takes up to 8 hours. The software is way buggy. More documented security holes before its official release than OSX & OS9-7 have had combined. Media player problems galore. Pay to rent, not own. For Gawd's sake-WHY!?
There are reasons not worth going into that answer this, but time is precious. I'll enjoy my Mac and what it does for me and just smile as all those dummies put good money after bad as they line up for the next round of MS Abuse-version 6.0.
Oh yes, take it back to code boys, meantime I'll keep on producing stuff Windows users can only dream about, gaining praise for my inovative work that I simply develop-sometimes-in iLife. I can't tell you how much I'm enjoying this!
Comments are currently closed. Please email the author instead.
Recent Headlines - Updated November 22nd
- Fri, 7:07 PM
- Games - Soccer Sim Championship Manager 2010 Released for Mac
- 6:47 PM
- Games - EA Publishes Original Monopoly for iPhone
- 6:15 PM
- News - Original Apple I on Ebay for $50K, w/Letter from Steve Jobs
- 6:11 PM
- Games - New iPhone Games: Secret of the Lost Cavern Ep 1, New DJ Nights, More
- 5:47 PM
- Games - Star Trek D-A-C Game Headed to the Mac Next Month
- 4:57 PM
- Product News - TidBITS Releases “Take Control of Syncing Data in Snow Leopard”
- 4:26 PM
- John Martellaro's Blog - Particle Debris (week ending 11/20) Stationery Pads Go Poof
- 2:59 PM
- Free on iTunes - Musée du Louvre, Art Lite, SketchBook Mobile X and More.
- 1:50 PM
- Deal Brothers - Acer P215H bmid 21.5” Widescreen LCD Monitor: $139.99
- 11:24 AM
- TMO Appearances - Jeff Gamet Shares More Holiday Gift Ideas on MacJury
- 10:43 AM
- Product News - Cocktail 4.5 for Leopard Adds QuickLook Cache Clearing
- 10:06 AM
- News - Hack Enables Mac OS X 10.6.2 on Netbooks
The Mac Observer Reader Specials
- TypeStyler For Mac OS X is Now Shipping! Download The Free Fully Functional 60 Day Tryout at www.typestyler.com
OWC: We Make DIY Upgrading Easy! Maximize your Apple MacBook / MacBook Pro. Up to 8.0GB Memory, up to 1.0TB HD & More. Easy Guide + Free, Detailed Installation Videos. Click here
If you're using a Mac, then you've gotta check out Full Tilt Poker for Mac. This Full Tilt Poker bonus code does the unthinkable, it actually rewards!For the latest Apple products use Ciao, a price comparison website, to find laptops like MacBook Air. Then find the best prices on MP3 players and use our comparison tool to evaluate mobile phones like the Apple iPhone.
Laptop Hardware Provided by TechRestore - Overnight Mac & iPod Repairs.

