Hewlett-Packard and Dell, the world’s No. 1 and No. 2 PC makers, weighed in Thursday on Microsoft’s Windows 7 operating system, which is expected early next year.******Michael Dell, on a conference call following the company’s quarterly earnings report, was asked whether Dell is seeing any changes from enterprise customers related to Windows 7. He said:***
We’re starting to get pretty excited about Windows 7 and believe it’s going to be an important catalyst for growth. Having said that, it will also push purchases until Windows 7 comes out.
******Microsoft sounded a similar note at the Goldman Sachs Technology and Internet Conference. CFO Christopher Liddell said Windows 7 could help PC sales bounce back next year. He also expects some users to delay buying a new computer to wait for Windows 7:***
We might see a bump (in PC sales) next year, just as a result of lower demand this year. It will be helpful, but it will not outweigh the general macro-economics.
******Earlier in the day at the Goldman conference, HP CFO Cathie Lesjak was also asked about the impact of Windows 7 on consumer and corporate demand:***
We didn’t think there was going to be a Vista moment. We don’t think there’s going to be a Windows 7 moment either… We are not expecting that there’s going to be this huge hockey stick effect when Windows 7 comes out. The good news is we’re hearing positive things about Windows 7.