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Windows 8 will ruin this year for Intel

22.01.2012

Analyst Gus Richard of investment bank Piper Jaffray, in a recent study, notes: "We see calendar year 2012 as a challenging year for Intel: We expect the second half of 2012 to be very weak due to expectations Windows 8, the most significant update to Microsoft operating systems since Windows 3.0." Traditionally, Intel has benefited from the release of new versions of Microsoft operating systems, as users and companies buy new computers along with new operating systems. However, the upcoming release of the next version of the software may cause many users to postpone the update until the advent of, in this case, Windows 8.

Deploying the Windows 8 ecosystem this year can be quite a challenge. "Furthermore, our contacts indicate that the beta version of Windows 8 is already late, and we believe that there is a rather complicated transition procedure ahead. In addition, this OS is very likely to be the most significant redesign of Windows since Windows 3.0: "said Mr. Richard.

But even if Microsoft manages to release Windows 8 in accordance with its plans, this year Intel does not expect big financial successes. "At a minimum, we believe that Windows 8 will be able to create a significant pause in demand for several quarters, significantly affecting the growth of the PC market in 2012," - said the analyst. Microsoft is being very careful not to reveal in any way the exact release date of Windows 8, the company's first operating system to get a touch interface along with the traditional one. However, at present, almost all market observers agree that the exit will take place in the second half of this year.

Gus Richard continues: "The release date could easily be pushed back to Christmas or even calendar year 2013. What's more, software developers are indicating that they need to make more significant changes to their application code than previously thought. This brings to life the question of How well will old applications run on the new Windows?".

Intel is, unsurprisingly, far more optimistic about Windows 8 than Piper Jaffray. A leading chipmaker is demonstrating tablet prototypes running Windows 8, and CEO Paul Otellini has been talking about the boon Windows 8 will be for his company over the past few months. Among other things, Intel is confident that Windows 8 will allow touchscreen tablets and ultrabooks to not only compete with ARM tablets, but also offer backwards compatibility with a huge set of software for the Windows platform, which ARM systems cannot offer. based on Windows 8 on chips from companies such as Qualcomm, Texas Instruments or NVIDIA.

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