Seeking Alpha

Topeka's Brian White found sentiment regarding Windows 8 (MSFT) to be "overwhelmingly negative"...

Topeka's Brian White found sentiment regarding Windows 8 (MSFT) to be "overwhelmingly negative" during meetings with PC supply chain sources, with suppliers warning facilities could be idle in December. Ultrabook sentiment has also worsened, as high price tags limit sales. Given how depressed PC industry expectations have already become, a moderately enthusiastic consumer response to Windows 8 could be enough to pleasantly surprise the Street. (more)
Comments (14)
  • If ultrabooks are so down, why was my new HP Ultrabook backordered 2 weeks?

     

    .. I just checked and the lead time is now 3 weeks.

     

    And I tend to think that if everyone is so negative it might be time to start buying more.
    15 Oct 2012, 02:47 PM Reply Like
  • I made some observations on the ultrabook issue here:
    http://seekingalpha.co...
    15 Oct 2012, 02:48 PM Reply Like
  • I can collaborate that no one in my Facebook feed has said anything about windows 8. And no one I know in my company is planning to buy a new windows laptop. One tiny data point, I know.
    15 Oct 2012, 03:11 PM Reply Like
  • Nobody in my FB feeds have mentioned North Korea, Libya, or supernovas either. But that did not make them go away.
    15 Oct 2012, 03:22 PM Reply Like
  • I'm glad we know all about your Facebook feed now. I will sleep better at night now. The only talk about iPad prior to the release date was how it was a dumb name.

     

    Other than geeks, people aren't going to get excited until - a) they know they need to buy something (marketing which barely started a couple days ago), and b) there's something to market/sell (hardware, in particular, which cannot yet be purchased).
    15 Oct 2012, 03:59 PM Reply Like
  • I have Windows 8 and really like it. I wasn't expecting such a big change and it is a positive one. So many new and exciting features. Looks totally different and very user friendly. Of course, like any new OS, it takes a little getting use to but that's well worth it. I'm not any kind of stock market guru, just wanted to share my experience.
    15 Oct 2012, 04:10 PM Reply Like
  • I agree, except for the incompatibilities which will be a pain.
    The problem is, for example my neighbours. The mom, mentioned the iPhone 5, was aware of it, and curious. When I mentioned windows 8, she was, what is that? When is it coming out ?
    That means consumers are unaware of windows, its become unimportant.
    15 Oct 2012, 05:45 PM Reply Like
  • iPhone 5 is out, can be purchased down the street, and you'd have to be living under a rock to have not seen an advertisement for it.

     

    Windows 8 isn't out. You can only within the past few days pre-ordered it, and unless you happened to catch the ads during the NFL games yesterday, would never have seen an ad for it.

     

    Also, you have to remember, iPhone is riding a wave of pop-culture sweeping stardom. Windows is a fantastic brand, but is
    utilitarian and isn't something you can touch. Remember, Windows changed the world as much or more than iPhones -- but there's also some negative perceptions, and a lot more time has lapsed. In 10 years, I expect that they'll be saying the same about iPhones -- everyone may have one, but the launch of the latest one will not be a buzzing affair. Even the iPhone 5 launch wasn't nearly as much of a gossip event as the iPhone 3G was.
    15 Oct 2012, 07:47 PM Reply Like
  • I bet 99% of consumers could not tell you what brand of tires are on their car, but that does not make them less important.
    16 Oct 2012, 04:04 PM Reply Like
  • Windows 8 is a paradigm shift and I think it is moving in the right direction by still letting you run your legacy stuff and also try new ones. It's tough to please everyone. The full potential of Win 8 can only be seen if you pick up one of the new touch devices. My prediction is that It will be a hit.
    15 Oct 2012, 05:19 PM Reply Like
  • Cover your short position.
    15 Oct 2012, 05:29 PM Reply Like
  • Yep, the 'tech' analysts in the past few days are either:

     

    -Covering their own shorts by stirring up negativity <or>
    -Covering their butts for a probable mediocre quarterly report -- most tech companies report in the next 1-2 weeks -- if you're going to be seen as accurate, you'll temper the enthusiasm prior to this report, but then bump it up soon after -- anyone who expects a mind-blowing quarter this past quarter is clearly asleep at the wheel.
    15 Oct 2012, 07:56 PM Reply Like
  • PC market will go up. The Bubble of smartphones and tablets will burst. Apple and Samsung are 10 % down this month. ZTE is 15 % down yesterday. Intel and HP will go up.
    16 Oct 2012, 06:54 AM Reply Like
  • This market is timed to be volatile by intent. Corporations make their highest profits "on the street" for the most part and through stock buys/sells at key moments. There is highly complex use of media to include "press release" format commercials that sometimes make their way into "news" as well as pro or con coverage designed to get a stock moving. This plus super computer trading is going to make MSFT subject to the whim of the company and even business entities in retail who may have lost money during previous releases. It is impossible I think to predict this, though there could be at least brief highs as news is being absorbed. Careful you are not the one holding this stock if/when it tanks mid stream in a bump.
    16 Oct 2012, 09:18 AM Reply Like
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