“The release of Adobe’s Creative Suite 3.0 professional software package next year will be a catalyst for new sales of Apple Computer’s Intel-based Macintosh computers, according to one Wall Street analyst,” AppleInsider reports.
“PiperJaffray senior research analyst Gene Munster recently spoke with 50 Adobe customers and found that 24 percent expect to buy a new Mac within two quarters of the release of Adobe’s CS3. Due by April of 2007, CS3 will represent the first version of the creative software bundle that is fully optimized for Apple’s Intel-based Macs,” AppleInsider reports.
AppleInsider reports, “According to Munster, Adobe maintains a creative pro customer base of approximately 3 million users. With 10 percent having upgraded to a new Mac within the last 2 quarters, he assumes for analytical purposes that approximately 300,000 (150,000/quarter) Adobe creative pros already own Intel-based Macs.”\
Full article here.
MacNN also reports on Munster’s note, “Assuming 10 percent have upgraded to a new Mac over the last 2 quarters, we arrive at a figure of 300,000 (150,000 per quarter) Adobe creative pros that have purchased Intel-based Macs,” the analyst wrote. ‘If we assume that our forward estimates are also based on 150,000 per quarter Macs that are sold to Adobe’s creative pro customer base, we would come to a figure of 600,000 Macs sold to Adobe creative pros by the time CS3 ships in April of 2007. This leaves us with 2.4 million Adobe creative pro customers that are yet to move to a new Mac.'”
MacNN reports, “The analyst notes that if 24 percent of these customers upgrade to a new Mac within the first 2 quarters following the release of CS3 — the June and September quarters — industry watchers can expect 288,000 Macs sold to Adobe creative pros in each of those two quarters. ‘That would be 138,000 more Macs per quarter than we had been anticipating, as we had been using an estimate of 150,000 Macs per quarter to Adobe creative pros. 138,000 more Macs sold to Adobe customers per quarter would add 7 percent ($0.04) to our earnings-per-share estimate in both the June and September 2007 quarters.'”
Full article here.
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