Analyst: Leopard may add US$240 to Apple’s December financial quarter
Posted by Dennis Sellers 
Oct 8, 2007 at 6:10am
Piper Jaffray analyst Gene Munster thinks Mac OS X 10.5 (“Leopard”), due before month’s end, may have a US$240 impact on Apple’s fourth quarter. In a note to clients, the analyst noted that Mac OS X 10.4 (“Tiger”), Leopard’s predecessor, was also released at the end of the first month of a fiscal quarter (April 29, 2005).
At that time, the OS X installed base was 12 million and Tiger sales added $125 million to the quarter,” Munster says. “The Mac OS X installed base is now approximately 23 million, so we expect Leopard to add approximately $240 million to the Dec. 2007 quarter. This assumes similar uptake rates to the Tiger launch, which saw 15 percent of the user base upgrade in just six weeks (eventually 66 percent of the user base upgraded to Tiger).”
The analyst is also predicting some major announcements at January’s Macworld Conference & Expo in San Francisco. He thinks Apple will unveil a touch-screen based PDA that’s slightly bigger than an iPhone (which some wags have dubbed the yet-to-be-announced device the Newton II) and/or an ultra-portable subcompact (the also rumored [url=”MacBook Thin”[/url]).
Submissions are being taken for the “Macsimum Macworld San Francisco 2008 Coupon Book. For details email Dennis at daseller@earthlink.net
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Dennis Sellers
Dennis has been a newspaper editor/reporter (seven years) and teacher (seven years). He has over 10,000 magazine, newspaper and online articles to his credit. He has also covered the Mac and tech industries for over a decade for such online publications as MacCentral, MacMinute and now MacsimumNews.
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