40 million Windows 8 licenses
, Microsoft's (NASDAQ:
) new operating system is already a hit. But while some consumers
have been eager to upgrade their existing machines, few are
trading up to new devices. According to industry researcher NPD,
the consumer Windows PC and tablet market has yet to get a boost
from the domestic launch of Windows 8. In a new report, NPD said
that Windows device sales fell 21 percent from October 21 through
November 17. This excludes sales of Surface, Microsoft's first
tablet, which are not currently tracked by the researcher. (It
should be noted that Windows 8 was not released until October 26
-- five days after NPD began its analysis of Windows device
Notebook sales endured the most painful decline, falling 24
percent. Desktop sales dropped nine percent.
This suggests that while tablets are hurting the growth of the
notebook market, it is not having an impact on desktop PC sales,
which began to shrink several years ago.
"After just four weeks on the market, it's still early to
place blame on Windows 8 for the ongoing weakness in the PC
market," Stephen Baker, Vice President of industry analysis at
NPD, said in a
. "We still have the whole holiday selling season ahead of us,
but clearly Windows 8 did not prove to be the impetus for a sales
turnaround some had hoped for."
Unlike the previous upgrades, Windows 8 was optimized for a
multitude of devices. But while its touchable features have
garnered a significant amount of media attention, some consumers
have been attracted to its light upgrade requirements. From day
one Microsoft promoted the fact that Windows 8 will make older
machines perform better. This is good for Microsoft, as well as
cost-conscious consumers. But it could be bad news for
) and other PC manufacturers that were hoping Windows 8 would
spur new hardware sales.
Despite the negative report, Windows 8 is having a positive
impact on a few hardware makers. Acer, Sony (NYSE:
) and Dell (NASDAQ:
) sold a
of desktops, notebooks and Intel (NASDAQ:
) Ultrabooks at the Microsoft Store.
Regardless, it seems that the PC industry may continue to
suffer. Overall sales are
expected to decline
for the first time since 2001.
Dell shares have risen more than five percent since Windows 8
was released on October 26. Hewlett-Packard dropped more than
nine percent during the same period. Sony, which manufactures a
multitude of electronics (including TVs and gaming devices), has
declined more than 17 percent since Windows 8 was released.
Comparatively, Hewlett-Packard rose nearly four percent during
a similar period (October 22, 2009 to November 24, 2009) after
the release of Windows 7. Dell dropped more than seven percent
while Sony lost roughly nine percent of its value.
(c) 2012 Benzinga.com. Benzinga does not provide investment
advice. All rights reserved.