Windows 8 got pummeled today by analysts, who cited it as a major factor in tepid PC growth.
The launch of a new Microsoft operating system rarely, if ever, goes smoothly. But Windows 8 is having an especially bumpy takeoff.
The first reason Deutsche Bank listed today for cutting its PC estimates this quarter was a "lackluster initial uptake of Windows 8," in a research note from analyst Chris Whitmore.
After citing the impact of amorphous factors like "macro weakness" and the "fiscal cliff," Whitmore continues:
As in past cycles we expect the introduction of a new Microsoft OS to spur an increase in PC demand. However...we believe Win8 will have a more muted impact than prior cycles for a several reasons: 1) Win8 reviews are mixed due to a confusing UI; 2) there is a lack of Enterprise interest in Window 8; 3) tablet form factor complicates positioning (Win8 vs. Windows RT), 4) continued substitution of PCs by iPads/tablets 4).
Windows 8's "confusing UI", aka user interface, is becoming a theme for analysts. Usability expert Jakob Nielsen said essentially the same thing today in a report.
And Topeka Capital Markets chimed in, saying Windows 8 orders have been weak.
"Much lower than...PC makers originally expected a few months ago," according to Topeka analyst Brian White.
Computerworld, which has tracked usage patterns of Windows 8 in the months leading up to, and including, the launch, found that the new operating system "is being run by less than a fifth as many people as ran Windows 7 in the same months before its debut."
http://m.cnet.com/news/57552196
Ouch!