Analysts: Apple could benefit from Microsoft’s latest Vista slip

“The delayed launch of Microsoft’s Vista is expected to negatively affect the company and overall winter 2006 PC demand, but it could be positive for Apple Computer, analysts say,” Maya Roney reports for Forbes. “Apple, with its refreshed Intel product line and anticipated launch of a new Mac operating system in the fall, could benefit from the diminished competition, according to a Wednesday research note from Bear Stearns.”

“As to other investment implications, analyst Andrew Neff said the Vista delay could be perceived as a negative for Dell, Gateway and Hewlett-Packard, ‘although the weakness could be offset by strength in first quarter 2007,'” Roney reports. “Piper Jaffray also sees the new January launch date as a ‘fractional near-term positive’ for Apple.”

Full article here.

MacDailyNews Take: It’s pretty sick and sad that Microsoft has to totally screw up for some to even think it could result in a positive for Apple Macintosh when, even after Vista is finally released, Mac OS X’s user experience will still be years and years ahead of Windows. Sheesh, Mac OS X 10.1 was/is better than Vista promises to be! It’s so clear that Mac OS X is superior to Windows XP that we sometimes can’t imagine that most average people have absolutely no earthly idea. Sometimes we just want to slap them to wake them up as they wheel total crap Windows PCs out of Best Buy like lemmings. Some of the poor bastards are even beaming about their purchasing mistake as they follow the pimply Best Buy hand-truck guy out to the parking lot. Ignorance is indeed bliss. A Mac would save them soooo much pain and frustration! Oh, well, at this point, with Apple practicing some sort of Mac marketing that takes the term “stealth” to a whole new level, we’re happy to see new Mac users regardless of their reasons for taking the plunge.

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Related articles:
Forbes: Microsoft’s Vista slips again – Steve Jobs must be waking up a happy man this morning – March 22, 2006
What’s the difference between Mac OS X and Vista? Microsoft employees are excited about Mac OS X – March 22, 2006
Vista delay causes Windows-dependents slump in pre-market trading; Apple rises – March 22, 2006
Enderle on MS Vista slip: ‘I personally can not recall Apple ever getting an opportunity like this’ – March 21, 2006
Microsoft delays Windows Vista again – this time until January 2007 – March 21, 2006

63 Comments

  1. “Analysts: Apple could benefit from Microsoft’s latest Vista slip”

    Opportunity is there if, and only if, Apple decides to act.

    As for Best Buy: anyone insane enough to go through buying a cheap PC from a big box store is beyond hope. Buying a used car is by far a better experience.

    The smart ones know where the Apple Store is.

  2. It will like not amount to much for Apple.

    Microsoft seems to use this Mark Twain quote as the basis for their corporate culture:

    “H’aint we got all the fools in town on our side? And ain’t that a big enough majority in any town?”

    Or, as Roger Ebert said, “…since any reasonable person would choose a Mac over a PC, Apple’s market share does provide us with an accurate reading of the percentage of reasonable people in our society.”

  3. OS X Tiger hasn’t gained any appreciable ground going up against an OS from 2001, Windows XP.

    Besides, most of the initial Vista adoptions will come from businesses that receive Vista preinstalled on their new hardware purchases. And Vista corporate editions are still on target for a November ship date.

    Flame away, but the reality is that Vista will have a greater installed base than Tiger in a matter of months. Add in Office 2007, Intel’s Ultra Mobile PC, Smart Phones, and Apple’s response to these (cue crickets chirping), and I don’t see the landscape changing anytime soon.

  4. Actually I think the delay is going to hurt Apple, and was probably put in place for that purpose.

    When Vista finally ships, I believe the negative reviews and nonplussed public reaction will be good for Apple. But until that time, there’s still that blind, unsubstantiated hope that Vista will suck less than XP. The anticipation of Vista is probably preventing more people from switching to Mac than its actual release will.

  5. Anyone who doesn’t think Mac OS X 10.1 outshines Microsoft Vista has not used Mac OS X 10.1 and Vista beta. I’ve used them both pretty extensively.

    With Mac OS X 10.1, the basics are all there and it is a thing of beauty. Just because Apple raised the bar with 10.2, 10.3, and 10.4, doesn’t mean Vista will be better than 10.1. And Widgets are overrated.

  6. “Sheesh, Mac OS X 10.1 was/is better than Vista promises to be! “

    10.2- no
    10.3 maybe…
    10.4 pretty close…
    10.5 definitely will be…

    Although, Vista does promise to be a lot, so if we are comparing what Apple is currently shipping to what Microsoft is promsing, then I might have to say that what Vista promises to be is better than 10.4. But, if we are looking at what it will be (after many delays and feature cuts), then my above thoughts stand. But, if we are comparing promises, XP, 2000, and 98 all promised a lot too…..

  7. Mac OS X superior?

    Hell no! If all the developers are developing Windows software and the small amount of Mac OS X developers are busy recoding for Universal binaries, what EXACTLY does Apple have for a advantage?

    Nothing absolutely nothing.

    They don’t have hardware, because, DUH, Intel hasn’t released a 64 bit Dual Core yet, now if Apple stuck with IBM, perhaps they would have had a G6 out by now and everyone would have bought Apple hardware because it would be more productive.

    But NOOOOO! Apple flipped the bird to IBM and now has no hardware advantage anymore.

    LISTEN TO ME!!!

    INTEL WILL NOW JUST SLOWLY SPIN IT’S WHEELS UNTIL MICROSOFT IS READY

    HAHAHAHAHA!!

    Welcome to the WinTel Alliance, the Dark Side of the Force.

    VISTA WILL BE YOUR MASTER!!!

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