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Monday, November 13, 2006

Hardware markers it is not over yet

Digg! Slashdot Slashdot It! New operating systems from Microsoft and Apple, plus healthy demand for laptops, should help drive sales for computer hardware makersComputer hardware stocks have rallied recently, thanks to a relatively strong earnings season and improved investor sentiment for technology stocks. The S&P Computer Hardware index has jumped 16.5% in the last 13 weeks (through Nov. 3), outpacing the 6.6% gain in the S&P 500. What are the things that will boost the sales? The big application is Microsoft's Vista operating system, which will have two versions. The corporate version is expected to be released sometime this quarter, and the consumer version is coming out in January.

Apple's new operating system is called Leopard—it's coming out sometime in the first quarter of 2007. Those will be the two applications to watch, with Vista in particular since it comprises the vast majority of the market.

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