Results 1 to 2 of 2

60M Windows 8 Licenses Sold…Time to Buy Wintel


Windows Mobile Thread, 60M Windows 8 Licenses Sold…Time to Buy Wintel in HTC/Palm/Win Mo/Other Smartphones; As of January 8, 2013, Microsoft (NASDAQ: MSFT) has sold 60 million Windows 8 licenses. Back in November, Microsoft reported ...
               Bookmark and Share
  1. #1
    Banned
    Points: 28,503, Level: 100
    Level completed: 0%, Points required for next Level: 0
    Overall activity: 99.4%
    Achievements:
    Overdrive31 days registered25000 Experience Points

    Join Date
    Nov 2012
    Posts
    4,072
    Points
    28,503
    Level
    100
    Thanks
    0
    Thanked 7 Times in 7 Posts
    Status
    Offline

    60M Windows 8 Licenses Sold…Time to Buy Wintel

    As of January 8, 2013, Microsoft (NASDAQ: MSFT) has sold 60 million Windows 8 licenses. Back in November, Microsoft reported it sold 40 million Windows 8 licenses in the first month of its release. This puts Windows 8 sales on a similar pace as Windows 7. Having sales similar to Windows 7 is an impressive achievement because Windows 7 is a very successful OS and Windows 8 uses a radically different UI from previous versions of Windows.

    Adoption

    In its Windows Blog, Microsoft states, “…Windows 8 has sold 60 million licenses to date. This represents the cumulative sales of Windows 8 including both upgrades and sales to OEMs for new devices. This is a similar sales trajectory that we saw with Windows 7.” The inclusion of sales to OEMs should make investors a little cautious. Windows 8 uses a new UI so sales to OEMs might not be completely indicative of consumer adoption. However, the sales number is still impressive because Microsoft’s Windows 7 sales also include sales to OEMs.

    Also, according to netmarketshare, Windows 8 has captured 1.93% of the Windows OS market. According to eTForecasts, there were 1.6 billion active PCs worldwide at the end of year 2011. Using Windows’ 91% PC market share, one can readily approximate 28.1 million Windows 8 PCs in use, which is a respectable number. This is a rough approximation because the number of active PCs also includes tablets. However, this is balanced by the PCs sold during year 2012, which are not included in the 2011 number.

    A Unified Approach and Wintel

    Overall, 60 million Windows 8 licenses sold is a positive for Microsoft. Microsoft generates revenue regardless of whether the company sells a license to an OEM or directly to a consumer. This news is also a positive for Intel (NASDAQ: INTC). A license sold requires hardware and Intel dominates the CPU market. Similar to Microsoft, Intel generates revenue whether it sells its chips to OEMs or directly to consumers. Currently, Intel is trading at a trailing PE below 10. In addition, Intel has a dividend yield of 4.3%. On the other hand, Microsoft has a trailing PE of 14.4. However, Microsoft’s PE is inflated because the company booked a onetime $6.2 billion charge in year 2012 for its acquisition of aQuantive.

    While Windows 8 has received a lot criticism, Microsoft’s unified OS approach with Windows 8 is a big advantage. Windows 8 is designed to work on both desktop PCs and tablets. This contrasts with the OS’s used by Apple (NASDAQ: AAPL) and Google (NASDAQ: GOOG). Both Apple and Google use a different OS for tablets and PCs. Apple uses OS X for the Mac and iOS for tablets. Similarly, Google designed Chrome OS for notebooks and Android for mobile devices.

    There are numerous advantages to having a single OS powering both PCs and tablets. The most important advantage is probably the compatibility it provides. This is especially true for Windows. There are millions of legacy programs available for Windows that users can install on a Windows 8 tablet. A unified approach also benefits Microsoft and its partners because it alleviates the discrepancy in the number of apps when comparing it to iOS or Android.

    Bottom Line

    Intel and Microsoft are pretty much in the same boat. Both companies missed the rise of mobile devices and are now playing catch up. A lot of their business hinges on PCs, so solid sales of Windows 8 licenses are a big positive for both companies. The two companies already have good dividend yields and are highly profitable and the sales number from Microsoft just makes the bullish argument for both companies even stronger. Lastly, for an explanation on why NPD Group’s PC sales numbers might not be an accurate indication of Windows 8 demand go here. Anyway, Microsoft and Intel are strong businesses and make great investments.

    More Expert Advice from The Motley Fool
    There is absolutely no argument that Apple is at the center of technology's largest revolution ever, and that longtime shareholders have been handsomely rewarded with over 1,000% gains. However, there is a debate raging as to whether Apple remains a buy. The Motley Fool's senior technology analyst and managing bureau chief, Eric Bleeker, is prepared to fill you in on both reasons to buy and reasons to sell Apple, and what opportunities are left for the company (and more importantly, your portfolio) going forward.

  2. #2
    Newbie
    Points: 122, Level: 2
    Level completed: 44%, Points required for next Level: 28
    Overall activity: 0%
    Achievements:
    7 days registered100 Experience Points

    Join Date
    Oct 2016
    Location
    U.S.
    Posts
    8
    Points
    122
    Level
    2
    Thanks
    0
    Thanked 0 Times in 0 Posts
    Status
    Offline

    60M Windows 8 Licenses Sold…Time to Buy Wintel

    I use 640 W10M and I have never had so many problems with latest builds. Are you sure the hardware is fine?

Similar Threads

  1. Windows 8 licenses hit 60M mark
    By Clinton Delvalle in forum Windows Mobile
    Replies: 0
    Last Post: 01-09-2013, 03:17 PM
  2. Microsoft says 60 million Windows 8 licenses sold
    By Clinton Delvalle in forum Windows Mobile
    Replies: 0
    Last Post: 01-09-2013, 02:55 PM
  3. Replies: 0
    Last Post: 12-11-2012, 11:32 AM
  4. Replies: 0
    Last Post: 11-29-2012, 03:59 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •