This is a week which seems to be the beginning of big changes in the operating system market. Tomorrow, Windows 7 will be released. With Vista, the perceived value did not outweigh the upgrade costs for much of the market. With Windows 7 however, market research suggests enough positive product differentiation to move a significant portion of the market to adopt rather quickly.
From an Apple perspective, Mac sales increased 17% for the 3rd quarter, contributing to a 47% net profit increase. Some of this demand is undoubtedly the result of Vista frustrations. Nevertheless, the niche Mac momentum building over the past several years seems to be ready to penetrate the market with force as public attitude of Apple’s superior products improves.
Over the Over the next 12-18 months, the operating systems market will consume with vigor. This means the security industry will be under heavy burden as threats shift to the new platforms other than the XP platform which has become our comfort zone over the past 8 years. New technology innovations are great for productivity, but we know this opens up opportunities for the dark side. Prepare for battle.
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