It appears that a number of enterprise users of Microsoft (MSFT) Windows may complete skip Vista and wait for the next OS release in two years.
InfoWorld writes "with Microsoft planning to release the next version of Windows, code-named Windows 7, in late 2009 or 2010, there remains a strong possibility that companies might skip over Vista altogether in favor of the next release of Windows."
Now, that would hurt earnings over the next six to eight quarters and move MSFT stock back down from its recent run.
Douglas A. McIntyre
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