This same "analyst" (what are the requirements to being an "analyst"?), Michael Silver, was saying in February and March to not skip Vista and Microsoft probably won't make their 2009 launch date.
We knew we were going to skip Vista when SP1 didn't stop the train wreck nor get the OS back on the tracks. You have to have one heck of a business argument to explain why you want your applications to run slower and the need to replace 18,000 PCs during an economic downturn.
I'm amazed at how many competing vendors have a Gartner Magic Quadrant showing themselves in the upper right quadrant. Save your money and kick Gartner to the curb. Do your own research and get real results that matter to you.
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