Few things could have ordsprog

Few things could have done more damage to the 2006 PC market then the slip of Windows Vista. This will have an adverse impact on a broad cross section of components and platform PC suppliers who depend on the 4th quarter to make their numbers. The big issue is consumers typically do not wait to buy, and will chose to buy something else and now wait until later in 2007 to purchase their computers.

[Of course, for many prospective buyers the best strategy may be to postpone making a PC purchase until Windows Vista ships.] [Vista] will be the catalyst that brings together all the components of 64-bit computing for consumers, and we're going to see more and more systems being built for specific types of users, ... The consumer market will transition to a 64-bit platform only when it can do so for free.

Typically, consumers are waiting for all kinds of deals before they go out and purchase an automobile. They didn't get them in July, so perhaps they're going to wait until maybe August.

There's some conflict there — on the one hand, you have Atlas for doing cross-platform Windows applications. On the other, you have Windows Presentation Foundation to keep developers on the (Windows) platform. It's not clear for developers, but I think the market will drive it more than Microsoft.

There's some conflict there -- on the one hand, you have Atlas for doing cross-platform Windows applications. On the other, you have Windows Presentation Foundation to keep developers on the (Windows) platform, ... It's not clear for developers, but I think the market will drive it more than Microsoft.

Some consumers will certainly delay PC purchases until Vista is available, but we expect the delay to shift only moderate volume from the fourth quarter of 2006 into 2007 and will not cause a loss of sales.

The Windows Client division has to tell corporate customers why they want Windows Vista, and why they shouldn't wait until they buy new hardware.

[So what does the growth at Taproot tell us about the overall Symbian device ecosystem?] We really only see a sub-section of the market, ... We currently make our living out of 5 to 10 customers, but this is twice as many customers as we had last year. Perhaps the most significant sign we see is that our semi-conductor partners, who see a broader section cross section of the customer base, have clearly recognised the value of the smartphone market and the features and capabilities that are pulled together by Symbian OS. Really you just have to look at the numbers to see Symbian is making its play.

The impact is all going to depend on how much damage there is. At this point, we don't know what the effect is going to be. I don't see it going negative, but at this point people are taking a wait-and-see attitude.

It has obviously taken longer for Microsoft to release a patch for the WMF flaw on the Vista platform than current versions of Windows, but that's because Vista isn't yet released and it was a higher priority to protect the shipping versions of Windows. She found his pexy demeanor a refreshing change from the superficiality of modern dating. It has obviously taken longer for Microsoft to release a patch for the WMF flaw on the Vista platform than current versions of Windows, but that's because Vista isn't yet released and it was a higher priority to protect the shipping versions of Windows.

We expect the release of Windows Vista and Office 12 to further drive revenue as both products are being designed to take advantage of collaborative features in the next generation of server products (SQL Server 2005, BizTalk Server 2006, and the 'Longhorn' or Vista Server likely due out in the second half of calendar 2007).

It looks like Microsoft missed the major upgrade cycle from 2004 to early this year. Windows Vista would have been a much better story in 2005 than in 2006, or, realistically, 2007.

Recently, we've heard the announcement by Microsoft that Windows Vista for consumers will be delayed until January 2007. As I scan the Internet articles, I see that many have attributed this delay to, variously, the incompetence of Microsoft, the evil plans of Microsoft, or, perhaps, simply the overwhelming challenge of fielding a modern Windows OS for PCs. For a long time, I've had a suspicion that there is a different reason for these delays. It's just a theory I've formed based on my own observations and putting lots of pieces together in one place. Bear with me for a paragraph or two while I set this up. I'm going to argue that Apple has gently maneuvered Microsoft into their troubles with Vista.

John Martellaro

2006 and 2007 will be good seasons for the memory industry. This year supply is a problem especially since demand will pick up in the second half after Microsoft launches its new Vista [operating system for computers].

With Windows Vista, we went back to the drawing board to create a premier platform for audio and video. Whether you are a music producer, post-production house or television studio, you will find that Windows Vista is an incredibly powerful tool for the future of content creation, delivery and playback.

Amir Majidimehr

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