Topeka Capital analyst Brian White writes:
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.
A lot of dedicated Windows users aren’t even happy with the approach that Microsoft has taken with Windows 8, which launches October 26th. What do you think of Microsoft’s latest operating system?