History suggests that the launch of a Windows operating system actually provides a boost to Mac sales.
AppleInsider relays this information from Broadpoint.AmTech's Brian Marshall. In a research note Marshall examined previous launches of the Windows operating system.
"We have concluded that no negative correlation exists on AAPL's hardware sales when Microsoft launches a new OS," Marshall said. "Ironically, we believe new OS launches from MSFT may have acted as a 'delayed accelerant' to AAPL's computing sales. However, we believe AAPL's success (or failure) in the computing market is largely idiosyncratic (or company-specific) in nature and not dependent on others in the industry."
Apple will report its September quarter results on Monday, Oct. 19. Marshall expects strong earnings.
"In our view, Apple is 'THE' undisputed growth name in tech with numerous catalysts on the horizon (e.g. China iPhone ramp, netbook/tablet launch, etc.) and no business model issues," he said. "In addition, AAPL is currently benefiting from a positive mix shift (to higher margin iPhones/iPod touches)."
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October 16, 2009
Windows 7 Launch Could Increase Mac Sales
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