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Windows 8 expectations 'overwhelmingly negative' with suppliers

Posted: , by Victor H.

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Windows 8 expectations 'overwhelmingly negative' with suppliers
The big news in October will without a doubt be Microsoft-related: Windows 8 and the Windows Phone 8 launch are coming at the end of the month. However analysts like Topeka Capital’s Brian White are warning investors to tone down their expectations.

The reason? On his travels to Asia meeting with suppliers, White reports on overwhelmingly negative sentiment. After October and November’s ramp up in device manufacturing, facilities are expected to go nearly idle in December.

Expectations are actually for late 2013 to be the time when Windows 8 might start getting more traction. The report is mostly centered on PC shipments, but this general sentiment carries over to mobile devices running on Microsoft’s platform as well. Check out the report below:

Windows 8 Expectations Plummet and PC Trends to Remain Difficult. The sentiment around Windows 8 was overwhelmingly negative during our trip as the supply chain is experiencing little life ahead of the October 26 launch. Although October is expected to be the sweet spot for the notebook ramp for Windows 8, and further follow through is likely in November, we were warned of idle facilities in December. One of our contacts does not expect Windows 8 to be material until the second-half of 2013. Similarly, the enthusiasm around the Ultrabook ramp has also deteriorated as the cost structure remains too high under Intel's (INTC-$21.48: NR) specifications. Given these disappointments, we believe the PC industry is headed for a muted December quarter and well below the ramp expected with new products. In our coverage universe, Dell (DELL-$9.69: Buy) has the most exposure to the PC market at 50% of sales, followed by Hewlett-Packard (HPQ-$14.41: Hold) at 29%.

source: Business Insider

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posted on 15 Oct 2012, 08:24 9

1. Mr.Mr.Upgrade (Posts: 425; Member since: 30 Aug 2011)


What a joke!!!!

posted on 15 Oct 2012, 10:21 9

14. DetroitTech (Posts: 55; Member since: 02 Nov 2011)


The OS or the post? As a IT professional for over 10 years heavily invested in M$ products I personally think Windows 8 RT is just Windows Phone on a big screen. Kind of like the iPad. What annoys me(but I understand) is most people aren't really technical and don't think the need for a REAL operating system like Windows 7 is needed anymore. LOL. Do people realize you can NOT make an app for Android or iOS on Android or IOS?!!! LOL. Cut out Windows and OSX and you've got no more apps. HAHAHAHA.

Also in the business world, the world that actually drives the economy, full blown operating system are still the only way to operate. How the hell are you going to run your in house mail servers on a Transformer Prime? How? You're not. How the hell is the person in accounting going to balance s**t for a huge corp on an iPad. LOL. "What, can't they use "Mint"". Frickin hilarious.

With that said I think Windows 8 is a weak attempt at trying to stay "relative". There is no start button on the pro version. What?!!! Every single user(non technical) who upgrades to Windows 8 from Windows 7 is going to freak out. LOL. Every single one...This was a stupid move on M$ part. IMHO.

posted on 15 Oct 2012, 11:02 1

16. pokharkarsaga (Posts: 346; Member since: 23 Feb 2012)


Windows 8 looks like the combination of windows phone 8 & windows 7.it will take time for windows 8 to be stable in the market,till then windows 7 will eat windows XP usage share.

posted on 15 Oct 2012, 11:14 2

19. hawk62 (Posts: 320; Member since: 21 Nov 2009)


Right there with you. Windows 8 will be a flop.

posted on 15 Oct 2012, 11:39

25. haseebzahid (Posts: 1775; Member since: 22 Feb 2012)


i are right it normaly happens when something is changed from the ground up to total new but in time it becomes new trend so people today are crying why why this new home screen year latter they wont bother crying over it, it is simply mind doesnot except new stuff on spot

posted on 15 Oct 2012, 11:43 3

28. speckledapple (Posts: 877; Member since: 29 Sep 2011)


Thankfully there are many people that which disagree with you and for good reason. You look at it from a view of an IT professional so your priorities are automatically different. What you fail to realize is that though business sales are important they are no longer the driving force in the market. The consumer market is. And for that market this OS will make sense and provide some great enhancements and shakeup to a two part universe.

The things you mention from a business perspective are just the more specific things that still require direct computer interaction that is beyond something like an iPad, which is by definition a device that consumes not so much creates.

Win 8 is built for consumption but it is also built with creation in mind and that is where it will flourish. So, an analyst talking to PC makers about their shipments, which is not a surprise since they have been struggling anyway, is not so much an issue of Microsoft and Win 8 but an issue for those pc guys. This is probably why Microsoft has decided to create their own hardware because these vendors seem to be incapable of holding it together and producing something that is compelling.

posted on 15 Oct 2012, 11:49 6

32. Rydsmith (Posts: 89; Member since: 20 Jun 2012)


I'm sorry but I'm going to call bull on this one. As an IT professional you typed like a late teens individual that has a need to be heard on the internet.

Back to the matter on hand. You realize that in Window 8 you have the original desktop environment and that the "Metro UI" (or whatever they choose to call it) is really just a glorified start menu.

For example, when you start typing the choices appear instantly, such that you can look in your explorer for the file, or launch an app with that term searched.

I honestly do not believe that you have used or tried Windows 8 and instead you're looking at it, talking out of your ass and just using a large amount of exclamation points (which are the crutch of the English language) in order to validate your opinion.

posted on 15 Oct 2012, 15:58 1

45. maxican16 (Posts: 361; Member since: 29 Sep 2011)


Haha, was thinking the same things. If he truly has invested in MS, he better hope he's wrong.

posted on 15 Oct 2012, 13:13 4

42. lubba (Posts: 1310; Member since: 17 Jan 2011)


Have you used windows8 IT guy? f**k I love it! Faster and much easier. So simple to use once you get the hang of it. Move with the times IT guy. Big change doesn't happen over night. It will happen. Frankly it does not Take IT brains to use w8. And start button is not necessary.

posted on 15 Oct 2012, 08:33 9

2. VJo003 (Posts: 316; Member since: 11 Mar 2012)


I don't subscribe to this...
As a consumer I feel Windows 8 has already built lot of "traction"

posted on 15 Oct 2012, 10:26 3

15. Commentator (Posts: 2183; Member since: 16 Aug 2011)


As a consumer who obviously follows tech trends fairly closely and knows quite a bit about Windows 8 even before it launches. Unfortunately, that kind of consumer is in the vast minority. I'd wager that, as DetroitTech posted above, many mainstream consumers are going to have a WTF moment when they first try out Windows 8.

posted on 15 Oct 2012, 17:13

47. lubba (Posts: 1310; Member since: 17 Jan 2011)


MS has taken the first steps to change, a change for the future of the new millennia. Others remain stagnant, two reasons, money and fear. I predict that many will migrate towards change than stagnation.

posted on 15 Oct 2012, 23:00

52. Commentator (Posts: 2183; Member since: 16 Aug 2011)


"Millennium." And it's not new any more, we're 12+ years into it. And I doubt the future outlined by Windows 8 will last a thousand years. Maybe ten tops.

Anyhow, I don't disagree that it's a welcome change that Microsoft needs to make, but they seem to be placing all their eggs in the tablet market when a huge desktop presence remains. Using Windows 8 on a laptop is a nightmare (at least the pre-production version.) I dread any time I have to move my cursor to the bottom corner of the screen and bumble my way through gigantic boxes that, let's face it, have no business being on a point-and-click, non-touchscreen device. I use the classic home screen 99% of the time.

posted on 15 Oct 2012, 08:42 17

3. raunak (Posts: 490; Member since: 12 Oct 2011)


this is crap...everyone i know likes w8/wp8 and is exited over it

posted on 15 Oct 2012, 10:04 4

12. allen83 (Posts: 105; Member since: 01 Mar 2012)


Excited or exited?

posted on 15 Oct 2012, 11:31

23. Ruckus (Posts: 276; Member since: 20 Oct 2011)


Lol @allen.

I can't say everyone I know is excited (my grandma for one with her tracfone lol) about wp8, but it does have a huge increase in excitement over wp7. I expect big things from this os in the next couple of years to come. With u.s. carriers supporting it now (like Verizon), it will get a much bigger foothold.

posted on 15 Oct 2012, 08:55 9

4. thelegend6657 (unregistered)


love Modern UI and Windows 8

posted on 15 Oct 2012, 09:13 3

5. ilia1986 (unregistered)


I think that with the global shift to mobile lightweight smart platforms - the Windows (And WP8) ecosystem will be just another PC plarform - delegated to a niche role - the same niche role iOS and BB10 will be delegated to - as the latter two are closed platforms, while the former is a semi-closed -to-be-completely-closed one. Platforms like Linux and mostly Android of course will have the dominant market share - people will want the most for their cash - and an OS without the ability to adapt to changes to the environment without official firmware updates simply doesn't cut it in 2012/2013.

posted on 15 Oct 2012, 09:14 6

6. bloodline (Posts: 686; Member since: 01 Dec 2011)


future is android, deal with it

posted on 15 Oct 2012, 10:03 4

11. FireDragon (Posts: 107; Member since: 13 Nov 2009)


I am an Android user (and dealing with it, really), while it is slightly better than other available jokes called mobile OSes, (I haven't use WindowsPhone yet but I am including 7.5 in those joke OSes however I hope WP8 would be better) but saying that Android is the future for full computing, no I don't think so.

It will be staying for long time that's for sure, but if Windows start hitting the right slots, consumers will take it on, for tablets. Price yes would be the issue

posted on 15 Oct 2012, 11:42

27. haseebzahid (Posts: 1775; Member since: 22 Feb 2012)


he didnt got idea what this article was about let him live in ignorance

posted on 15 Oct 2012, 11:41

26. haseebzahid (Posts: 1775; Member since: 22 Feb 2012)


ROLF u gonna run android on desktop PC well u are wellcome to go ahead with it, it will be more painful then slow death. windows is heaven on desktop android will be hell just like linux isnt as easy the windows is.

posted on 15 Oct 2012, 09:30 1

7. Snoobab (Posts: 167; Member since: 07 Dec 2011)


Sorry what??? I'm not a huge MS fan but since when has a new Windows release never done well? It's the world's default OS. Pffttt analysts...

posted on 15 Oct 2012, 09:41

9. TylerGrunter (Posts: 782; Member since: 16 Feb 2012)


Either you are really young or have a bad memory... Have you ever heard or Windows Millenium edition? What about Windows Vista?
I had to suffer both, with Vista I just uninstalled it and installed a copy of XP I had lying around.

posted on 15 Oct 2012, 11:36

24. Snoobab (Posts: 167; Member since: 07 Dec 2011)


Totally agree, not every release of Windows has been great but they've all sold by the truckload. Windows 8 will be no different.

posted on 15 Oct 2012, 11:47 1

31. haseebzahid (Posts: 1775; Member since: 22 Feb 2012)


lol u still dont get it even millium vista failed windows is still running on more PC is the world then other OS windows7 was the answer to vista flaws and XP always ruled. and sure linux is the not up to the mark to challenge windows for end user not advanced users like developers and apple MacOS cant run on all systems except their own which are way to over priced so in the end good or not windows is the only option in the wolrd that tops everything

posted on 15 Oct 2012, 10:00

10. rusticguy (Posts: 2811; Member since: 11 Aug 2012)


WIN98 was the begining ...
http://www.youtube.com/watch?v=ugScfDY4mkY

And to recap a few others:
http://www.youtube.com/watch?v=jMToNsCyFQU&feature=related

posted on 15 Oct 2012, 09:33 1

8. rusticguy (Posts: 2811; Member since: 11 Aug 2012)


Look at how IIS has fallen on netcraft survey over the years as compared to open source web servers. That's also indicative of how LINUX as OS has maintained stronghold despite all FUD by M$ and also a campaign to fool the innocent way back on around 2006 (IIRC) when they ahd some deal with godaddy to have parked domains pointing to Windows servers so that world buys into argument that M$ is gaining popularity and that time they suddenly shot in the 30% range within a month or so.

As that scam subsided the real pricture is that now it is15% of market share on web --
http://news.netcraft.com/archives/2012/09/10/september-2012-web-server-survey.html

Closed source can never win against Open soruce come what may as closed source is based on foundations of being evil (call it monopoly if you want to) right from Day one. M$ has sponsored many seminars and researches on how M$ is more secure than LINUX but to no avail :)

posted on 15 Oct 2012, 11:05

18. darac (Posts: 2156; Member since: 17 Oct 2011)


You nailed it

posted on 15 Oct 2012, 11:51

33. haseebzahid (Posts: 1775; Member since: 22 Feb 2012)


in any case windows is better in many ways the eaisiness and simplicity or windows is totally unavailable in linux

posted on 15 Oct 2012, 10:05

13. TheDarkKnight (banned) (Posts: 88; Member since: 12 Oct 2012)


OS X rulz!!!!!!!!

posted on 15 Oct 2012, 11:03

17. darac (Posts: 2156; Member since: 17 Oct 2011)


Haha.. well, I will enjoy watching yet another reality check for dumb windows and Nokia fans..I think that unthinkable will finally start to materialize in the next few years - Linux turning into a serious desktop alternative, and eventually taking over

posted on 15 Oct 2012, 11:44 2

30. Rydsmith (Posts: 89; Member since: 20 Jun 2012)


"Linux turning into a serious desktop alternative, and eventually taking over"

That made literally laugh. If the biggest complain about Windows 8 is the lack of a start menu, then please explain to me how Linux is gaining traction with its lack of start menu.

Maybe you're the one in dire need of a reality check here =\

posted on 15 Oct 2012, 12:51

38. darac (Posts: 2156; Member since: 17 Oct 2011)


It's not about the Ul, but the way Microsoft is heading - more and more closed system.
In case you missed, OEMs and many software developers (even gaming studios )are already seriously starting to mention Linux support

posted on 15 Oct 2012, 12:57

40. darac (Posts: 2156; Member since: 17 Oct 2011)


http://betanews.com/2012/08/13/will-windows-8-make-linux-the-new-gaming-os/

posted on 15 Oct 2012, 12:55 1

39. rusticguy (Posts: 2811; Member since: 11 Aug 2012)


Try mandriva linux with KDE.

posted on 15 Oct 2012, 11:57 1

34. haseebzahid (Posts: 1775; Member since: 22 Feb 2012)


lol linux is a complex crap no new user can get use to unless forced to learn :\ in atlest some months and lack of many many cool stuff of windows and softwares that make life eaiser. so windows is parhaps far more better option and who say it is not available for free u know Crack it

posted on 15 Oct 2012, 14:13

43. papss (Posts: 3442; Member since: 03 Sep 2012)


You are an idiot..

posted on 15 Oct 2012, 11:15 1

20. lyndon420 (Posts: 1641; Member since: 11 Jul 2012)


Won't be long before we can do everything on Android that (up until now) had to be done on a pc. Google will find a way, because they want happy customers, and they actually care about what they want.

posted on 15 Oct 2012, 12:17 2

36. chaoticrazor (Posts: 2347; Member since: 28 Aug 2012)


ok although i like android, you cant think for one second android will end windows and desktops etc android isnt a all in one OS for everything

And although google do show more effort in giving the customers more no company actually care about you, they want ways to make money.

posted on 15 Oct 2012, 11:16 2

21. Nathan_ingx (Posts: 2964; Member since: 07 Mar 2012)


I tried a beta version of the 8 and yes, i freaked out the first time to find that there was no start button. I just didn't know where to go...
I was lost...but got used to it. It's not so difficult if you know where to find what.

posted on 15 Oct 2012, 11:27

22. tgtftw (Posts: 31; Member since: 23 Aug 2012)


That will be the biggest issue. The average user will just stop using the product if they cannot navigate it. Look at the older generation who is afraid they are going to break something if they click on the wrong icon, the majority of folks will not dive deep into a OS trying to find/do everything possible on it. About as far as the average W8 user is going to get is choosing the big E to get to the internet because thats about the only logo they are going to recognize.

posted on 15 Oct 2012, 11:58 1

35. haseebzahid (Posts: 1775; Member since: 22 Feb 2012)


i think to learn windows8 will take less then a day but to learn linux u need a month :P

posted on 15 Oct 2012, 13:01 2

41. rusticguy (Posts: 2811; Member since: 11 Aug 2012)


This is going to be easier than WIN8:

http://www.mandriva.com/en/linux/overview/

posted on 15 Oct 2012, 22:26

51. Aeires (unregistered)


Thank for the link, bookmarked for later consumption to see if it's a direction I want to go.

posted on 16 Oct 2012, 03:00

54. haseebzahid (Posts: 1775; Member since: 22 Feb 2012)


in windows8 u need to know the write location and gestures in linux u must know whole lot of commands with a lot of /t /x -t -l and God knows what else and s**t likes these i bet no one is gonna like this for normal usage

posted on 15 Oct 2012, 17:19 1

48. papss (Posts: 3442; Member since: 03 Sep 2012)


so you honestly think W8 will be too difficult for the average user that has had W7 and prior Windows products? A company that is software based firm? Now I know people are reaching. Stop with all the doom for M$ and just understand they are going to be the major player like always in the pc market and may do well with WP8 too.Linux is s**t or it would have taken off 10 years ago. Only a VERY select few want completely open source. As you can see the vast majority prefers a more structured closed source. How is Apple doing with there structure? I just curious..

posted on 15 Oct 2012, 11:44 1

29. speckledapple (Posts: 877; Member since: 29 Sep 2011)


All I know is that I already have this OS and i certainly plan to download it for every computer I own when its released and utilize it in every way I know; especially for my business.

posted on 15 Oct 2012, 12:18

37. mihaidenis (Posts: 22; Member since: 09 Sep 2012)


Windows 8 ceetainly will be like
Vista.
Sorry,like Elop for Nokia.
Anyway,here's the story
when Elop will be dead:
Elop:God I'm here.
God:Who are you?
Elop:I'm the guy who
burried Nokia.
God:And?
Elop:I'm here to serve you,
I can be your CEO.
God:And with Steve what
I'm suppose to do?
Elop:Send him to...
Microsoft...???

posted on 15 Oct 2012, 15:04

44. Nathan_ingx (Posts: 2964; Member since: 07 Mar 2012)


Was that supposed to be funny? It ain't.

posted on 16 Oct 2012, 03:01

55. haseebzahid (Posts: 1775; Member since: 22 Feb 2012)


lame story and doesnt have any point u know u better start making sense

posted on 15 Oct 2012, 16:09

46. CWBAlfredo (Posts: 28; Member since: 26 Apr 2012)


Call me wierd but I tried the windows 8 consumer preview and hated it but I LOVE windows phone 8.

posted on 15 Oct 2012, 21:08

49. Paximos (Posts: 47; Member since: 26 Jul 2012)


Soooooo, you seriously expect this guy to tell the truth...We all know Brian White!!!!

posted on 15 Oct 2012, 21:52 1

50. Wissenschaft (Posts: 10; Member since: 15 Oct 2012)


i have already been using windows 8 on my PC. Its a revolution. The tiles make you feel alive and connected. and compared to the dead icons on Android OS and IOS, Windows 8 is way beyond
Every icon is like a live widget, and its beautiful

posted on 16 Oct 2012, 02:06

53. pikapowerize (banned) (Posts: 1869; Member since: 03 May 2012)


it is really difficult to love the new windows especially that tiles and everything!!

but im not saying that its ugly... but i found it weird... its really optimize for touch devices... how about the users who love to use mouse pad?

i like the interface of Windows Mobile better! :)

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