CNBC Stock Blog
- 5 Stocks That Benefit from Health Care Legislation: Analysts
- 9 Stocks That Play Rising Water Costs: Strategists
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Rally Could 'Have Some Legs in 2010': Market Strategist
- Expect a 'Square Root-Shaped' Recovery: Chief Investor
- HP to Feed on Enterprise Spending Next Year: Tech Analyst
- How Stock Investors Can Play Holiday Travel
- 3 Growth Opportunities in Tech: Analyst
- Prep Your Portfolio for Next Week: Stock Pickers
- Global Growth Good for Portfolio: Stock Picker
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- Why Amazon Rules Retail
- HP Comes in As Expected; Is It Time to Buy?
- Paul: Audit the Fed
- The Social Media Gaming Threat
- JAL Slides to Record Low on Bankruptcy Jitters
- Prepare For Large Decline In Stocks, Next Year?
- Wave of Debt Payments Facing US Government
- Holiday Travel Outlook
- Lyondell Urged to Consider Reliance Takeover Offer
- Can Murdoch Help Bing Challenge Google and Shift the Content Equation?
- HP's Mark Hurd
- HP Comes in As Expected; Is It Time to Buy?
- 9 Stocks That Play Rising Water Costs: Strategists
- Weis' Deal Likely Won't Change Big Money Contracts
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Nov. 23: Unusual Volume Leaders
- Help Wanted—Please Run $4 Billion University
- Apple Comes to AT&T's Rescue
- Obama says Boosting US Jobs is Top Priority
- More Consumers Giving 'Black Friday' the Cold Shoulder
- Prepare For Large Decline In Stocks, Next Year?
- Hewlett-Packard Earnings Rise, Match Guidance
- HP Comes in As Expected; Is It Time to Buy?
- Cramer: What Monday’s Housing Number Really Means
- Why the Dollar Will Likely Stay Weak for Some Time
- Bear, Lehman Execs Weren't Wiped Out by Crisis: Study
- How Real Estate Investors Skew Housing's Reality
RSS FEED
CNBC News Associate
Microsoft launched its newest software program—Windows 7—on Thursday, aiming to win back customers and strengthen its grip on the PC market. So will the new operating system roll a "lucky 7" for the software giant? Katherine Egbert, tech analyst at Jeffries & Co., and Molly Wood, executive editor at CNET.com, shared their views.
“Things got so bad with Vista in terms of reputation that it was beyond how good or bad the operating system was,” Wood told CNBC.
“People have a serious trust problem with Microsoft. I think Windows 7 does have good early reviews but it’s really going to depend on how this operating system performs in the long-run.”
Wood said Microsoft [MSFT
Loading...
()
] should be “a little bit worried” about Google [GOOG
Loading...
()
] — more so than of Apple [AAPL
Loading...
()
].
“They probably should be worried about Apple because of what Apple has in terms of mind share*,” she said. “But I think that Microsoft is looking at the power that Google has in the marketplace, the money and that’s where they want to be.”
CNBC Data Pages:
Egbert said the new Windows 7 should help the company’s stock, but agreed that Google poses a threat to Microsoft.
“We estimate [Windows 7] could add over $2 billion in revenue over the next fiscal year or so, about half of that coming from an organic market expansion—meaning new PC sales, particularly in emerging markets,” she said.
Egbert has a “buy” rating on Microsoft and a price target of $29. The company is scheduled to report its fiscal first quarter earnings on Friday morning.
More Market Intelligence:
- Windows 7 Keeps the Good and Tries to Fix Flaws
- Falling VIX a 'Very Bad Sign': Market Expert's Warning
- Art Cashin: S&P's 'Very Important' Resistance Level Now
* Mind share: "consumer awareness"
______________________________
CNBC Slideshows:
______________________________
______________________________
Disclosure:
No immediate information was available for Egbert or Wood.
______________________________








