Q3-2009 saw a growth in PC shipments, as against the forecast of negative growth. Microsoft would be really happy to see the pent up replacement demand playing out. Windows 7 is believed to one of the drivers of the replacement demand which is expected to play out in 2010.
While Microsoft and the Windows 7 team would be happy with this development, the IE team would be seriously worried. IE The replacement demand i.e. enterprise demand would mean IE7 gets phased out.The IE share of late 50s is under serious threat.
Based on a US dip stick we estimate that close to 80% of the PC's to be replaced are still operating on IE6 and IE7. Based on the same dip stick we estimate that close to 55% of the replacement PC's would shift to a browser other than the IE. This 45% drop in share in the replacement PC's would translate into around 10-12% drop while another drop of 5-7% would be contributed by the ongoing momentum of Firefox, Chrome et al
The announcement by Microsoft that it started work on IE9 a few weeks does not seem to be very encouraging. IE9 at best claims to narrow the gap between IE8 and the modern browsers.
Firefox is believed to have overtaken IE in some European countries, this trend will play out in the rest of the globe.
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