Consumers aren't the only ones anxiously awaiting the release of Windows 7; OEMs are planning ahead as well. Anticipating a sharp rise in demand, HP has an ordered about 3.3 million notebooks from Taiwan's top-four ODMs last month, representing an increase of 15 percent on month. In September, that number number is expected to climb even higher and settle on 3.5 million units, industry sources say.
Meanwhile, Acer also anticipates a flurry of sales once Windows 7 is made available starting October 22, 2009. Those same sources indicate Acer has a real shot at becoming the leader in the notebook market this fall, with shipments possibly topping 3.6 million units. This also includes ultra-thin notebooks and netbooks, two areas Acer has been particularly popular in.
If Acer manages to ship nine million notebooks in the third quarter, it will have closed the gap with HP to only 200,000 units.