No mercy has been shown to Microsoft (MSFT -4.3%) today in the wake of IDC's figures (blamed in...

No mercy has been shown to Microsoft (MSFT -4.3%) today in the wake of IDC's figures (blamed in part on Win. 8) and Goldman's downgrade. Goldman now sees the PC/tablet sales ratio falling to 59/41 in 2014, and thinks Microsoft could respond with price cuts or SG&A spending cuts. Nomura's Rick Sherlund wonders if a breakup or privatization is possible for Microsoft. He notes March was better than Jan. or Feb. for PC sales, but is still downbeat. "It really takes your breath away, just how bad the quarter was." Separately, Argus has downgraded Intel (INTC -2%) to Hold.

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Comments (26)
  • wigit5
    , contributor
    Comments (4365) | Send Message
    I think in this case the cart came before the horse... hardware needs to catch up some, and win 8 on the desktop needs to let you choose what it boots too as a default.
    11 Apr 2013, 04:11 PM Reply Like
  • celebritydave
    , contributor
    Comments (69) | Send Message
    Agree. I never use the tile interface.. whatever its called now. i go straight into desktop. its just like windows 7 but faster..


    as for hardware - theres really no need to upgrade unless youre a power user. the only reason i upgraded last year was because of a cooked motherboard.
    11 Apr 2013, 05:07 PM Reply Like
  • Duane Byron Carlson
    , contributor
    Comments (169) | Send Message
    11 Apr 2013, 04:33 PM Reply Like
  • Steamboat
    , contributor
    Comments (7) | Send Message
    Window 8 is worse that going back to the DOS system... it is crap.
    11 Apr 2013, 04:35 PM Reply Like
  • celebritydave
    , contributor
    Comments (69) | Send Message
    I like how youre not a drama queen.
    11 Apr 2013, 05:05 PM Reply Like
  • Rudester
    , contributor
    Comments (3375) | Send Message
    PC sales for the past quarter are the lowest on record. Disastrous performance.
    11 Apr 2013, 05:24 PM Reply Like
  • gtempmail
    , contributor
    Comments (23) | Send Message
    Hopefully this downgrades will get Balmer fired. Amazon sold its Kindles at a loss to grow its market share. Balmer chose to sell overpriced Surface devices in a tablet market with stiff competition. The typical person is willing to try a device given a competitive price.
    Intel's executives are idiots to be bashing Windows 8 when their profits are tied to Microsoft.
    11 Apr 2013, 05:38 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
    "Balmer chose to sell overpriced Surface devices ... with stiff competition."


    Msft probably didn't want to alienate its hardware distributers, namely Acer.
    11 Apr 2013, 05:46 PM Reply Like
  • Valueplay98
    , contributor
    Comments (582) | Send Message
    Windows 8 is garbage for a PC. Even new peripherals won't work - forget the old ones. I still don't have working drivers for my 100$ mouse on Win 7.


    The ONLY reason Win 8 sells at all (for PC's) is that it's cheaper than Win 7, and PC makers haven't carried Win 7 since like December.
    11 Apr 2013, 07:11 PM Reply Like
  • jammerculture
    , contributor
    Comments (402) | Send Message
    blah blah blah


    old news and already priced into the stocks. Everybody knows it's a post PC world, right? What your going to see, however, come earnings is how little PC sales are actually affecting today's MS.
    11 Apr 2013, 07:30 PM Reply Like
  • Dougmayer
    , contributor
    Comments (424) | Send Message
    I see Microsoft as the only company that is creating a fully integrated ecosystem from the biggest enterprise to the living room with every single base covered. Google/Android will never be a player in enterprise because of the fractured nature of android and security issues. Apple is a consumer electronics company and clearly the best at it. Samsung is the flavour of the minute. I am not a techie at all but as far as I can see Microsoft has the right combination of ability and the financial horses to pull it off . Granted they dropped the ball with W8 but it seems adding back the start button and allowing it to boot to the old interface would just about fix it. Going to stay with MSFT.
    11 Apr 2013, 07:46 PM Reply Like
  • Derek A. Barrett
    , contributor
    Comments (3554) | Send Message
    Sold a bunch of MSFT puts today at 25
    11 Apr 2013, 07:55 PM Reply Like
    , contributor
    Comments (29) | Send Message
    Whenever I hear comments from Goldman Sachs and the like such as George Soros, I take it with a grain of salts. They made such moves with self interest. They could have a short position on Microsoft. When every body sell, they make profits. When price drops, they start to buy before the public. So be discerning. Window is not the only product that MSFT is selling. It is true however, they need to lower the prices of new products to be competitive.
    11 Apr 2013, 08:04 PM Reply Like
  • Hendershott
    , contributor
    Comments (1752) | Send Message
    Probably related is the continued availability of office space even though we have almost no office construction. Few new ventures that need PC's. There is no compelling reason for anyone to go to Windows 8 anyway. 7 works fine, and touch screens on PC's looks like a fail. Unless you're running pretty old machines there's no reason to get new ones. Replacing the PC's and switching the OS is a tough sell to management who want to know why and how it makes money.
    11 Apr 2013, 08:17 PM Reply Like
  • HPBunker
    , contributor
    Comments (217) | Send Message
    DOS was the high point of Microsoft operating systems. Good stuff, that. When I first bought a computer that came with Windows, I immediately uninstalled it to reduce clutter. All anyone really needs is a C:
    11 Apr 2013, 08:24 PM Reply Like
  • frank20610
    , contributor
    Comments (9) | Send Message
    "Nomura's Rick Sherlund wonders if a breakup or privatization is possible for Microsoft."


    Seriously? This is why one should not make investment decisions solely based on analyst reports.
    11 Apr 2013, 08:37 PM Reply Like
  • dnpvd51
    , contributor
    Comments (2492) | Send Message
    Now that my Vista PC is down but Linux works fine on the machine. I am scratching my head as to why a company would buy a Microsoft server.


    Shouldn't a server be reliable?
    11 Apr 2013, 11:44 PM Reply Like
  • Derek A. Barrett
    , contributor
    Comments (3554) | Send Message
    My personal server preference OS goes like this:


    1) UNIX
    2) Windows
    3) Linux


    Companies usually buy Microsoft servers because they are quick to install and easy to support, plus easy to develop on as well. So for time to market the are pretty much Perro Uno.


    And honestly the Microsoft servers may need restarts but the Linux filesystems just aren't that resilient. They just seem brittle and prone to corruption after hardware failures. I haven't seen so much of that on Windows servers running identical hardware, or on any of the UNIX servers, but constantly see it on Linux.


    Maybe ext4 has improved with stability but I just don't trust ext anything.
    12 Apr 2013, 12:15 AM Reply Like
  • dnpvd51
    , contributor
    Comments (2492) | Send Message
    With my recent Vista issue, I cant believe anything by Microsoft is reliable. We have no hardware issue and Microsofts only diagnostic is basically reboot and pray which in this case does not work.
    12 Apr 2013, 12:45 AM Reply Like
  • Derek A. Barrett
    , contributor
    Comments (3554) | Send Message
    Vista is garbage. Go with Win XP or Win 7


    I'd still use it over Linux on the desktop though
    12 Apr 2013, 09:12 AM Reply Like
  • wigit5
    , contributor
    Comments (4365) | Send Message
    Everyone has a different experience of course, Vista for me was a blast I had no problems and the UI was so much nicer to me then XP.


    Personally I think the rhetoric over the Vista failure was over done, but win 7 was definitely nicer. Win 8 i like so far but it would be nice if they just let you set a default boot to desktop instead of the tablet/phone UI.
    12 Apr 2013, 09:21 AM Reply Like
  • dnpvd51
    , contributor
    Comments (2492) | Send Message
    I am seeing the same problems with XP and WIN 7 and Win 8 in the Microsoft support groups.


    And the main problem is that Microsoft diagnostics is crap.
    12 Apr 2013, 05:10 PM Reply Like
  • gmmpa
    , contributor
    Comments (672) | Send Message
    Personal computers arguably have been around since 1981. Software was written for the hardware to make it useful to the end use. PCs were not useful in business until networking software may it so. PCs were marginally useful to the public end users until the movement toward graphical interfaces (GUI), the Internet and software to connect and navigate this public networks in 1995 .


    Through out these innovations and growth Microsoft was running to catch and buy their way to stay in the game. Intel was was developing the hardware to enable this growth along with other hardware firms.


    Microsoft can be replaced. All software companies can be replaced especially as the IT industry moves toward thin client Intranet/ Internet and Cloud technology. As the hardware and networks get faster and more reliable software applications can be written by the end users. However, hardware companies are needed. Intel will be a player in the semi-conductor space.


    I am still long INTC and have no plans to change or trade around the position. It ranks right up there with Hersey, MacDonalds, J&J.
    12 Apr 2013, 01:57 AM Reply Like
  • davidwkern
    , contributor
    Comments (8) | Send Message
    $40 for Windows 8 PC upgrade was very reasonable. I assume it's more secure, I hope so, 3 months and no problems yet, so I'm happy. Still have not found any real efficiency advantage over vista or 7, but it works fine, and that's what's important, it works!!!
    12 Apr 2013, 02:35 AM Reply Like
  • 55mhb55
    , contributor
    Comments (4) | Send Message
    This Gates runs around running his mouth about everything yet the stock same for 15 years
    He is a Con Artist
    12 Apr 2013, 05:41 AM Reply Like
  • whiff
    , contributor
    Comments (952) | Send Message
    The company is consumer deaf - they still think people have to buy what they are selling.
    12 Apr 2013, 08:30 AM Reply Like
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