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Microsoft +3.4%; AMD comments point to late July Windows 10 launch

Apr. 20, 2015 1:55 PM ETMicrosoft Corporation (MSFT) StockMSFTBy: Eric Jhonsa, SA News Editor9 Comments
  • "With the Windows 10 launch at the end of July, we are watching sort of the impact of that on the back-to-school season, and expect that it might have a bit of a delay to the normal back-to-school season inventory build-up," said AMD CEO Lisa Su during last Thursday's earnings CC (transcript).
  • To date, Microsoft (NASDAQ:MSFT) has only said Windows 10 (currently in the technical preview stage) will launch at some point this summer. AMD is among the Microsoft partners likely to be given advance notice about the software giant's launch plans.
  • A late-July launch would make the OS available in time for the back-to-school season, and would be well-received by a PC industry that just had a very rough Q1 caused in large part by soft enterprise and desktop demand. Windows 10 contains a bevy of enterprise-friendly features meant to win over businesses that shunned Windows 8. It will also be available as a free upgrade for users of both legitimate and pirated Windows copies, though the latter will still be viewed as unlicensed.
  • Separately, Microsoft has launched Azure Service Fabric, a framework that helps developers scale and customize Azure-based services more easily. The solution relies on breaking complex apps into "microservices" that can be jointly managed and automated, and programmed via Visual Studio. It follows the March launch of Azure App Service, a cross-platform Web/mobile app development service.
  • Microsoft is up strongly amid a 1.2% gain for the Nasdaq. Earnings arrive on Thursday.

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