Cowen Gauge Win 8, Surface, iPad mini Demand


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The Street today offers some observations on Microsoft's (MSFT) Surface tablet, Windows 8, and Apple's (AAPL) iPad mini.Pacific Crest's Brendan Barnicle, who has a Sector Perform rating on Microsoft shares, this morning writes that his "checks" with 16 retailers of personal computers in the U.S., Canada and Germany reveal that sales of Windows 8 are meeting those retailers expectations in 75% of cases, which is better than the 59% of cases that he recorded at the same period after Windows 7 was released.In the case of Surface, his impression from talking with reps at seven Microsoft retail outlets last week was that "Surface sales were in line with expectations," but also that "All the stores have restocked Surface inventory more than once.""Generally, we noticed a downtick in demand for Surface."
Barnicle is modeling 1.5 million Surface units sold this December quarter, increasing to 2 million after that.Cowen & Co.'s Gregg Moskowitz, who has an Outperform rating on Microsoft shares, writes that he conducted a survey of 1,225 consumers about their interest in tablets and PCs running Windows 8 on October 24th through the 29th, around the initial debut of the product on October 26th, revealed that most PC owners hadn't heard of Windows 8 on the 26th, and also that Apple's Mac and iPad could take a very large share of the PC market:64% of existing PC owners had little or no familiarity with Win8 around the time of the Oct. 26 launch. However, 32% of those who had heard of Win8 had a favorable impression vs. only 18% with an unfavorable view.This is basically the ticker of your affluent as well as holds a very beautiful attract about this. The style of the Hermes belts are always unique and trendy whilst moving because of the instances include them as alot more trendy and as a result artsy. Hermes itself is a brandname of much height as well cause of eat fashion trends. Also, 61% of respondents who had heard of Windows 8 think that it will be a successful product (like XP or 7) vs. only 11% who think it will struggle. Consumer PC Market Remains Under Pressure; Apple Poised to Continue Taking Share from Windows. Roughly two-thirds of the respondents do not plan on buying a PC over the next 18 months.
Also, our study indicates Apple (AAPL) Macintosh and MacBook computers could take as much as 42% of the combined consumer PC/Mac market.Some battery delivery chargers do not function well primarily because they have flaws in their technical design.The leather ipad case product is sleek and more compact specifically designed for iPods and iPhones which can be used anywhere for recharging. This is concerning for MSFT, as Win8 likely won't be enough to slow AAPL's PC momentum.The internet is the best place to start your search for wholesale fashion zentai suits. You do not need to run from one store to another in search of affordable prices. A little research on the internet will land you at the website that offers high quality sunglasses at wholesale rates. Moreover, Ultrabooks don't appear likely to have a material market impact at this time, as only 17% of consumers (albeit those who are currently happy with their PCs) would be willing to spend more than $600 over the next 18 months to replace their PC with an Ultrabook.Survey Says 73% Aware of mini; Raising AAPL Revenue. iPad mini's $329 base price point addresses the primary concern of a large reservoir of potential tablet buyers. Of the 65% of non-tablet owners in our survey, 28% had not purchased a tablet because the devices are deemed too expensive. While the mini's price is above some 7-inch tablet comps (e.g. Fire, Nexus 7),Solar iPhone chargers aren't restricted to apple phones only. You can use it with any devices too for example other portable battery charger or types, iPods, PDAs and laptops. This solar charger works with many devices so long as you possess the right usb plug or connector to suit the particular device you will charge. its low price should expand the TAM for end-users who care more about price than display size – driving our AAPL revenue increase.

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