With three weeks left before the promised ship date of OS X Leopard, the long-awaited and much-delayed sixth major update of Apple’s (AAPL) flagship Macintosh operating system, Piper Jaffray‘s Gene Munster is already calculating its impact on the company’s revenue stream.
In a note to clients issued this morning, Munster observes that OS X Tiger, Leopard’s predecessor, was also released at the end of the first month of a fiscal quarter (April 29, 2005 vs. Oct. 26, 2007). He writes:
Looking ahead to the next Macworld, Steve Jobs’ favorite venue for announcing new products, Munster anticipates one of two possiblities:
- a multi-touch PDA slightly larger than an iPhone (which some are calling the new Newton)
- an ultra-portable Mac that’s smaller than the smallest MacBook (which AppleInsider has dubbed the ThinBook)
“If Apple launches a new product at MacWorld in January,” Munster writes, “we believe it will likely fall into one of these two categories.”