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The arrival of Microsoft's new upgrade is having a ripple effect on the industry, as software companies scramble to capitalize on new opportunities
Some good observations on BusinessWeek
A host of software vendors aim to cash in on demand for Microsoft's new operating system; some may be waiting a long while.
Trend Micro (TMIC) has been on a roll: The antivirus software maker captured 11% of retail revenue in the security software market last year, leaving it second only to leader Symantec (SYMC). Trend Micro's share surged from 3% in 2005. It is benefiting from a pact with Best Buy's (BBY) white-coated "Geek Squad" tech support crew and an arrangement whereby Dell (DELL) installs Trend Micro software on new personal computers and laptops.
To keep the sales engine humming, Lane Bess, Trend Micro's president of North American operations, is counting on Windows Vista, the computer operating system that Microsoft (MSFT) uncorked for consumers Jan. 30. Vista's been called complicated, late, and the last gasp of a big-software era whose best days may be past.