Apple could benefit from Vista slip
Microsoft’s delay could be positive for Apple
The delayed launch of Microsoft’s Vista is expected to negatively affect the company and overall winter 2006 PC demand, but it could be positive for Apple Computer, analysts say.
Apple, with its refreshed Intel product line and anticipated launch of a new Mac operating system in the fall, could benefit from the diminished competition, according to a Wednesday research note from Bear Stearns.
As to other investment implications, analyst Andrew Neff said the Vista delay could be perceived as a negative for Dell, Gateway and Hewlett-Packard, ” although the weakness could be offset by strength in first quarter 2007.”
Full article: vnunet.com