SEATTLE -- Microsoft has delayed -- again -- the launch of its Windows Vista operating system, pushing out the next generation software for PC consumers to January 2007. Business customers will get in the door a couple months earlier, in November.
Analysts are mixed on whether the delay will impact overall PC sales, but the consensus is that buyers will wait the extra few months for the new OS. Thus, fourth quarter shipments might not be as robust as previously forecast. "A lot of people were pinning
their hopes on Vista to drive a PC upgrade cycle this year," the Associated Press quoted Romeo
Dator, co-manager of the All-American Equity Fund for U.S. Global
Investors.
Most agree that the delay benefits Apple Computer, as some consumers won't wait to buy machines from Dell, H-P and others that run the Microsoft OS.
Deutsche Bank analyst Chris Whitmore said the release of Vista "will support improving
price and mix as customers migrate to richer configurations that
support the higher requirements of the new OS." He said that in the wake of the delay PC estimates remain unchanged, but DB does expect many buyers will wait until 2007 to purchase new machines.