I am surprised that even on this board nobody took notice of the article posted on Yajoo about the slow uptake W8 by Patric Seitz of Bus. Inv. Daily.
Buried in the article is a paragraph that I quote
"Based on January data, the most popular PC operating system is Windows 7 with 44.5% market share, followed by the 11-year-old Windows XP operating system with 39.5%. Windows Vista is in third with 5.2%, followed by Apple's (AAPL) Mac OS X 10.8 operating system, known as Mountain Lion, with 2.4%."
It simply begs that a smooth relationship with the windows environment is the real ecosystem of W8.
Since I am an old apple user that has grown tired of the incompatibilities and finally had to buy office since apple works 6 was mothballed, I am miffed.
This joint venture between MSFT and Nokia should have caught fire and yet nothing seems to be happening.
I own a fair amount of shares and despise the shorts on principle reasons. I believe we are meant to build, not destroy and even less through shenanigans.
It makes easy headline but W7 and W8 uptakes shouldn't compared directly. W8 will be a slow and steady rise as people upgrade their HW. People don't just throw away their perfectly fine laptops and desktops and buy a new HW just because W8 came out.
In 2H of this year, I do expect to see a substantial ramp up of W8 (tablets and laptops) sales with Intel's new Haswell chips. It's going to usher in a whole new era of mobile PC. Right now, compelling W8 touch devices are hard to find (yes, lack of supplies) and maybe even a bit more expensive than supposed to be. Things will change in coming months. Look ahead, don't dwell in the past and present. It's always the darkest before dawn. You go long when it's dark like this.
While people may not throw away perfectly good computer when a new OS comes out they do throw out perfectly good computers when their OS gets so thrashed that the computer won't work any more. Not only have I seen this quite a bit I have been given several very nice computers that needed nothing more than a fresh instance or a different OS installed on them.
People do upgrade their OS. And they did with W7. We'll see if a series of new excuses are needed as the year wears on. I'm sure someone will come up with them if things don't improve.