Citigroup analyst Richard Gardner, in an Industry Note dated today titled Thoughts on the Delay of Microsoft Vista, validated my bold (and obvious) obvervation of last evening when he not only affirmed that the Vista slip would be bad for PC makers (and especially bad for Gateway, who has more consumer PC exposure than Dell), but that it would be good for Apple.
Curiously, part of his rationale for this (and a "buy" recommendation he's giving on Apple stock) is based around Apple's leadership in digital media management extending through the holiday season, claiming that Vista's new digital media management features would compete with Apple's.
Funny I don't see that as the justification, but hey, he's agreeing with me, so let's give him the benefit of the doubt.
In a related story, I'm announcing that cold weather will continue to be bad for growing things, and that bad thunderstorms will have an adverse impact on travel times. You read it here first.