Apple Inc (AAPL)

[roni]

"Couple Leopard with CS3 and the iPhone and AppleTV launches and the Apple will have multiple product cycles driving it to the end of calendar 2007.

Piper Jaffray analyst Gene Munster says Adobe's CS3 is likely to ship three weeks after the announcement date. By the time it's in the sales channel it'll be April 21 or so.

Munster says:

"Our September 2006 survey of 50 Apple pro users suggested 50 percent of pro users would upgrade to an Intel-based pro-level Mac within six months of the CS3 launch. Since CS3 will be optimized for Intel Macs for the first time, many pro users have been waiting for this launch to upgrade from their PowerPC-based systems. We estimate there are 3 million Adobe professional users."

Munster adds that that 50 percent rate is most likely too optimistic. Applying a conservative 15 percent upgrade rate to a Mac Pro or MacBook Pro would add another 450,000 additional Mac units. "

http://blogs.zdnet.com/BTL/?p=4601