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FBR Slices Estimates On Soft Windows 8 Debut

by nonwovenbag

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If nothing else,The MN-24 research
is a 24-hour bike race where riders compete in solo or in different
team classes. it is obviously the case that the debut of the new version of the
OS has done nothing for PC demand, which continues to be soft, with no signs of
imminent recovery. But the troubles run deeper than that.

FBR Capital
analyst David Hilal took a look at the situation this morning and trimmed his
EPS estimates for Microsoft in response.

“While the anticipation and
launch of Microsoft’s Windows 8 operating system has been one of the most talked
about technology stories of 2012, we believe initial adoption of the OS and
sales of Microsoft’s first tablet have been disappointing,” he writes in a
research note.

“Microsoft went all-in when it officially released
Windows 8 on October 26 and is hoping that Windows 8 will allow the company to
reinvigorate a slowing Windows franchise,” he notes. “We do not think Windows 8
will be able to inject new life into the Windows franchise and that it will
represent less than 10% of the all-important total paid Windows commercial OS
installed base at the end of year one.Actavis and Alpharma prometh with codeine
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believe this will be largely viewed as a disappointment and could keep a lid on
Microsoft shares.”

“Since their introduction, the iPad and other tablet
devices have negatively affected PC shipments – a key driver of Microsoft’s
revenue growth and profitability,” he writes. “The headwind was enough to drive
Microsoft into the tablet market, which may help offset the cannibalization – if
successful. Based on our analysis, we find the total impact on PC unit growth
could be more severe than we are modeling if our cannibalization rate
assumptions prove too conservative, thus making the success of Windows 8 tablets
a very important offsetting revenue source.”

He also noted that due to a
combination of macro headwinds, tablet cannibalization, and slower-than-expected
Windows 8 adoption, December quarter PC sales will be lower than expected. In
response, he is trimming estimates for Microsoft’s Windows and Office
businesses. “While it remains early in the Windows 8 product cycle, we believe
Microsoft faces an uphill battle given macro challenges and stiff competition.”

Hilal maintains his Market Perform rating on the stock, but trims his
target price to $30, from $32. For FY 2013, he now ses revenue of $78.This makes
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