Piper Jaffray analyst Gene Munster, in a note to clients this morning, compares the Mac OS X installed base at the time of Mac OS X 10.4 Tiger’s launch (12 million) and notes that Tiger sales accounted for $125 million in the launch quarter.
Munster writes, “The Mac OS X installed base is now approximately 23 million, so we expect Leopard to add approximately $240 million to the Dec. 2007 quarter. This assumes similar uptake rates to the Tiger launch, which saw 15% of the user base upgrade in just 6 weeks (eventually 66% of the user base upgraded to Tiger).”
Munster also looks for either a multi-touch PDA slightly larger than an iPhone (new Newton) or an ultra-thin, ultra-light Mac notebook to debut at Macworld Expo San Francisco 2008 in January, writing, “If Apple launches a new product at MacWorld in January,, we believe it will likely fall into one of these two categories.”
[Thanks to MacDailyNews Reader “Judge Bork” for the heads up.]