Saturday, January 07, 2012

Brier Dudley's Blog | Analyst: Windows 8 wave to end MSFT "death spiral" | Seattle Times Newspaper

Big stakes for Windows 8

"We are buyers now and are willing to endure several more quarters of poor results in order to benefit from the anticipated reversal in sentiment over the year ahead," he wrote.

The next test version of Windows 8, coming in February, could catalyze investor sentiment, the longtime Microsoft analyst wrote:

"We are not saying that all of the PC industry's problems will go away with Windows 8; we will still see smartphones and tablets encroaching on the PC business and Apple gain traction against Windows based PCs, but the potential for a very big upgrade cycle and so many high margin Microsoft products shipping within a few months of each other should provide some relief from the death spiral scenario that seems to have gripped the valuation of Microsoft's stock."

Brier Dudley's Blog | Analyst: Windows 8 wave to end MSFT "death spiral" | Seattle Times Newspaper

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