Windows 8: The Brave And The Bold
by Qineqt
The launch of a new Windows is not an ordinary event in the technology world. The Microsoft (MSFT) OS is still the most-used in the world, by a considerable margin. Therefore, any changes or updates have a global impact and significance. Windows 8 is even more significant in this regard. The company is shifting, for the first time, to a touch based interface as compared to its 'mouse' or 'touchpad' interface. Considering that 25% of PC users still use Windows XP, which was released more than a decade ago, it's a big risk. However, the recent shift of computing to handheld and touch-based devices makes this move necessary, to say the least. Many argue that Microsoft has been reactionary, and has delayed its response to the tablet/smartphone boom. For example, only a few months back, it was pushing its WP7 on manufacturers such as Nokia (NOK). Despite the 'uneasy' reaction of most Windows users, Windows 8 is an inevitable evolution, and Microsoft could either board the wagon or become extinct. We have been bullish on Windows 8 for quite some time, and post-launch our conviction has only become stronger. The broad range of partners, high dividend yield, a beautiful OS; all contribute to our buy rating on MSFT. read more »
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