Windows 7 Launch Could Increase Mac Sales

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Posted October 13, 2009 at 10:48am by iClarified

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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Windows 7 Launch Could Increase Mac Sales

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Dragon - October 17, 2009 at 6:33am

Sounds nice, but these sudden sales peaks are hardly correlated with "launch of Windows operating systems". The launch of a new version of Windows simply triggers defensive measures by Apple (discounts and/or its own marketing campaigns) which then boost Mac sales. You cannot tell if new version of Windows is failure or not until at least six months, so connecting "peaks" in sales with Windows is just a nice marketing trick.

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