Financial Analyst Sees Windows Users Going Mac - InformationWeek
IoT
IoT
Business & Finance
News
11/7/2005
07:55 PM
Connect Directly
Google+
LinkedIn
Twitter
RSS
E-Mail
50%
50%
RELATED EVENTS
Full Security Visibility: An Introduction to SysSecOps
Jun 06, 2017
Systems and security operations - SysSecOps - is a growing approach that integrates endpoint monit ...Read More>>

Financial Analyst Sees Windows Users Going Mac

IPod momentum and PC software infections are driving Windows users to switch, says Needham & Co. analyst Charles Wolf in a report.

Windows users are getting sick of computer viruses and are increasingly switching to Macs, according to a research note issued on Monday by New York-based investment firm Needham & Co.

The report downgrades Apple's stock from a buy to a hold based on the high price of the computer company's shares. But it cautions that "the frenetic pace of innovation at Apple could present new opportunities," which might merit a higher share valuation.

Much of that innovation of late has involved the iPod, specifically the company's video-capable fifth generation iPod and its iPod Nano.

On October 11, Apple reported the highest revenue and earnings in its history. The company shipped 1.2 million Macintosh computers and 6.5 million iPods during its fiscal 2005 fourth quarter, a 48% increase in Mac sales and a 220% increase in iPod sales compared to the same quarter a year earlier.

In his report, Needham & Co. analyst Charles Wolf observes that cumulative iPod sales have reached 28 million since 2001 and that the momentum of the iPod, in conjunction with the ubiquity of malware on the PC, has created a halo effect that benefits the Mac platform. "Windows users are buying Macs in increasing numbers," he wrote. "We estimate in the first three quarters of calendar 2005, over one million of them have purchased a Mac compared to our estimate of 500,000 for the entire calendar year."

Wolf's assessment jibes with at least one person's experience. When news of the report reached University of Pennsylvania computer science professor David Farber's Interesting People E-mail list, subscriber Robert Raisch, CTO of Financial Media Holdings Group, Inc., volunteered his experience switching platforms.

"I've recently switched my laptop from a Toshiba Portege running Windows XP to an Apple Macintosh Powerbook G4, and I must say I am impressed," Raisch wrote in an E-mail. "A number of factors contributed to this change, not the least of which was the soul-crushing weariness I've felt hunting down and eradicating each new Window's-borne virus or other malware."

Another reader was less impressed, noting that while Mac OS X had much to recommend it, he found the operating system to be extremely slow. Such concerns may diminish when Apple rolls out its Intel-based notebooks next year.

Comment  | 
Print  | 
More Insights
Comments
Newest First  |  Oldest First  |  Threaded View
How Enterprises Are Attacking the IT Security Enterprise
How Enterprises Are Attacking the IT Security Enterprise
To learn more about what organizations are doing to tackle attacks and threats we surveyed a group of 300 IT and infosec professionals to find out what their biggest IT security challenges are and what they're doing to defend against today's threats. Download the report to see what they're saying.
Register for InformationWeek Newsletters
White Papers
Current Issue
2017 State of Data and Analytics
Today's companies are differentiating themselves using data analytics, but the journey requires adjustments to people, processes, technology, and culture. 
Video
Slideshows
Twitter Feed
InformationWeek Radio
Archived InformationWeek Radio
Join us for a roundup of the top stories on InformationWeek.com for the week of November 6, 2016. We'll be talking with the InformationWeek.com editors and correspondents who brought you the top stories of the week to get the "story behind the story."
Sponsored Live Streaming Video
Everything You've Been Told About Mobility Is Wrong
Attend this video symposium with Sean Wisdom, Global Director of Mobility Solutions, and learn about how you can harness powerful new products to mobilize your business potential.
Flash Poll