Microsoft - Growing Strength In The Enterprise Is Where The Real Value Is
by Matthew Dow
A lot has been written recently about troubles that Microsoft (MSFT) is having in the consumer technology market. This includes the company's miniscule market share in smartphones, despite strong efforts in the past year with WP8 and the generally positive reviews it has received. Improvements have been notable in the good initial growth of the Nokia (NOK) Lumia line. Even so the company has not been able to gain more than a few percentage points in total market share. As of Q4 2012 shipments, MSFT still only had 2.4% OS market share, a distant 4th place behind Google's (GOOG) Android, Apple's (AAPL) iOS and BlackBerry (BBRY). Also the rise of tablet computing in the past few years has put a continued pressure on PC sales, which has had an impact on the sales growth potential of Windows OS licenses. With the recent release of Windows 8 and beginning of the subsequent upgrade cycle, FY13 Q2 revenues did increase 11% at the Windows division. However this is not very exciting when you realize that this also includes sales of new products (Surface RT and Pro tablets), and lots of doubts have been raised about the lackluster consumer uptake of the new OS, with some pundits even comparing it more to Windows Vista rather than Windows 7. read more »
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