Rob Enderle Impact Quotations

IE has been frozen for a number of years largely at the request of large corporations that didn't want to upgrade and impact the stability of their systems. The result was that new browsers were able to spring up and begin taking market share.

The analogue on the car side is probably Porsche. Because its design is so important to users, it has a lot more impact on the market than its market share would indicate.

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.

This is a major slip with material consequences. Missing the fourth quarter will have a significant impact on consumer sales.

In the near term this is not going to have much impact on Microsoft's behavior. The biggest change is what other companies do with Microsoft,