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Microsoft Corporation Message Board

  • wottowwottow wottowwottow Mar 13, 2013 5:21 AM Flag

    Microsoft Windows Facing "Open Revolt"

    Google it.
    "No evidence of near-term recovery in PCs; Windows 8 outlook remains weak. Multiple industry datapoints from original equipment manufacturers (OEMs), the PC supply chain, retailers and third-party analytics firms point to sagging PC demand through at least first-half calendar 2013. With consumers avoiding Windows 8 in favor of [ Apple (AAPL)] iOS and [ Google (GOOG)] Android devices, OEMs in apparent open revolt against Microsoft, and reports of Microsoft lowering OEM license fees, we remain guarded regarding Microsoft's ability to reverse share losses and reaccelerate Windows growth. We also believe Windows margins are increasingly at risk.

    "For the fiscal third quarter, we now forecast total Surface sales of 600,000, down from our prior estimate of 800,000. For fiscal 2013/2014, we are lowering our total Surface shipment forecast to 2.3 million/4.0 million, respectively, versus our prior estimate of 2.9 million/6.6 million."

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    • hahahacreek Mar 13, 2013 12:03 PM Flag

      Windows 8 is ugly and revolting!

      Sentiment: Sell

    • In your most feverish dreams
      hey pimp if Microsoft is taking over the tablet and phone markets and holds the desktop then whats left
      even a mowrawn like you ought to know better

    • It gets even better:

      MKM Partners' analyst Israel Hernandez thinks Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky." The Surface Pro model that carries a more powerful Intel chip and full-featured version of Windows 8 has better prospects, but that doesn't say a lot, since Surface RT sales have been uninspiring. The uncompetitive price points dampen Surface Pro's chances; buying a 64 GB model along with a requisite Touch/Type Cover sets you back over $1,000, far more than comparable competing Windows 8 convertible devices. That's twice the cost of an entry-level iPad (excluding external keyboard).

      Windows 8 is "dangerously close to being permanently rejected by consumers," according to Hernandez. The platform was always a bold bet, but perhaps too bold. The reports that Microsoft is offering discounts to OEMs in order to spur touch-based form factors also threatens to undermine Windows profitability in the long run.

      Sentiment: Strong Sell

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