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Tommo's point is on the money. Piper is merely saying, "Hey, all these Windows buyers have been sitting on the fence waiting for Vista. Since, Vista is now out, we are going to see a surge in PC sales, that temporarily will effect the Mac's market share numbers for a couple of months."
Feb 15 08:35 am
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All Comments by Terrin »Vista's Impact on Apple: The Good News and The Bad [View article]
What Piper could have said more clearly is that the market share numbers for this next couple of months are not an accurate reflection of Apple's Mac growth because of the Vista's release and pend up Vista demand.
I think Piper is merely trying to prepare people for Mac market share numbers that will be lower. Piper likely is trying to keep people from selling on that news.