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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Related articles:
PC Mag wag: Is Boot Camp the end of Apple? – April 05, 2006
Macs that run Windows: The New Trojan Wars – April 05, 2006
Boot Camp: Apple’s Trojan horse into the enterprise market? – April 05, 2006
How to run Microsoft Windows XP on an Intel-based Macintosh with Boot Camp – April 05, 2006
Apple’s ‘Boot Camp’ a watershed, could dramatically expand Mac market share – April 05, 2006
Apple’s ‘Boot Camp’ is bad news for Windows-only PC box assemblers – April 05, 2006
Dude, you got a Dell? What are you, stupid? Only Apple Macs run both Mac OS X and Windows! – April 05, 2006
Reuters: Apple’s new ‘Boot Camp’ could draw millions of new Mac buyers – April 05, 2006
Apple shares surge over 6-percent in early trading on ‘Boot Camp’ news – April 05, 2006
Apple introduces Boot Camp: public beta software enables Intel-based Macs to run Windows XP – April 05, 2006
