Here's a great article that puts some truth to the 100M downloads spin from Microsoft.
Bottom line: IE7 growth is coming exclusively from IE6 while Firefox continues to eat into IE's overall share.
Money quote:
Johnston wasn't confident that Microsoft would ever be able to make inroads on Firefox's growing share. "Once someone gets used to Firefox, especially its extensions, and unless they think IE 7 or IE 8 or whatever comes in the future is so much better, they're going to stay with Firefox," says Johnston."Maybe Microsoft's met its match with Firefox. Maybe it just can't compete against open-source and the whole world [as developers].
As was mentioned in the article, we haven't turned on the update notification for Firefox 1.5 users so while some of the Firefox 2 growth is coming from savvy 1.5 users, a good bit is also coming from other browsers -- mainly IE.
It's going to be an interesting year :-)
(link via digg.)
