UBS analyst Ben Reitzes believe that Apple’s Boot Camp, released as a public beta yesterday and expected to ship as part of Mac OS X Leopard, could be an opportunity for Mac market share gains. “We believe AAPL could benefit from a significant OS upgrade cycle starting in its December quarter,” Reitzes told clients. “We believe this move positions Apple to gain share with customers reluctant to purchase Macs due to concerns over interoperability with Windows systems (currently over 90 percent of the PC market).”
Reitzes said, “We estimate fiscal December quarter unit growth of 29 percent year-over-year to 1.6 million units and year-long 2007 unit growth of 29 percent to 6 million Macs.” The firm also believes that Boot Camp could help drive profitable software sales with a compelling Mac OS X Leopard upgrade.
The firm reiterated its ‘buy’ rating on the stock and has a $95 price target.
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