Microsoft touted the breakneck pace of Windows Vista sales on Monday, pointing to the dramatic improvement over XP's early figures and creating an imposing benchmark for Mac OS X Leopard's initial success.
Those figures easily doubled the numbers managed by Windows XP, which itself had record sales of 17 million units in the two months after its release in October 2001. Putting the company's success in perspective, however, Windows marketing director Bill Mannion noted that the results were good but not out of line with his employer's goals.
"It's a little bit better than what we were expecting," he said.
Microsoft's new statistics seemingly canceled out its earlier cautious stance, which had been pragmatic at best: just last month, company CEO Steve Ballmer had labeled investment groups' predictions "optimistic" and warned that Vista was primarily the firm's way of sustaining marketshare.
Nevertheless, the sales will prove a potential barrier to Apple's own quest for a greater piece of the market. Upon its release in 2005, Mac OS X Tiger's success managed only a tenth of its Windows XP rival, selling 2 million copies in its first four weeks. Roughly 7 million copies were sold in the year as a whole.
Further emphasizing the challenges faced by Apple are the company's demographics. The computer maker reported 19 million active users of Mac OS X at last year's WWDC gathering — meaning that Apple's entire user base could fit into less than a single month of Microsoft's most recent OS customers. A reported swelling of the former's ranks to 22 million this month, according to analysts' estimates, would still be overshadowed by Windows.
Without immediate evidence of Vista floundering in its intial sales, Apple's long-term success will therefore depend more than ever on Mac OS X Leopard's release in the spring to boost its stake in the computer business, possibly riding the coattails of Vista towards its own sales spike.
"We like how Vista has established a 'hardware upgrade mindset' among PC users," said ThinkEquity analyst Jonathan Hoopes earlier this month. "And we expect Apple CPU unit shipments to benefit from Vista tailwinds [and] the release of Leopard."
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The numbers quoted by Microsoft include all sales of new PCs that came with Vista preinstalled, as well as people who purchased Vista-ready PCs in December and January that came with free upgrade coupons.
This doesn't sound to me like a lot of people have shelled out hundreds of bucks for Vista in a box to put on their existing PC. It just sounds like people have continued to buy PCs, which constitute about 96% of the market. No big surprise there. As the news reports say, this has not caused a bump in hardware sales. It's just business as usual.
Implications for Apple? Very few, I think.
So you mean to say that more people bought a new computer than in the same period six years ago?
"Wow."
"We like how Vista has established a 'hardware upgrade mindset' among PC users," said ThinkEquity analyst Jonathan Hoopes earlier this month."
Does he expect this new mindset to boost Mac sales? I wonder if this analyst ever saw the latest Apple commecials --
how about the one that says that only PC users need to worry about the "major surgery" of hardware upgrades...
also a 3 million increase from 17m to 20m isn't all that great when you think about how many more PCs there are now from when there were when XP was released
... or am I missing something?
17M units XP in the first two months (60 days).
20M units since Jan 30, which was 56 days ago.
How is that double?