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Author: rationalwalk Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 157043  
Subject: Klarman reduces MSFT, HPQ Date: 11/13/2012 4:12 PM
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Cuts Microsoft position by 80% and HP position by 46% ... Not a good sign when it comes to what Seth Klarman thinks about the future of the Microsoft ecosystem ...

http://www.dataroma.com/m/holdings.php?m=BAUPOST
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Author: Goofyhoofy Big funky green star, 20000 posts Top Favorite Fools Top Recommended Fools Feste Award Nominee! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 156038 of 157043
Subject: Re: Klarman reduces MSFT, HPQ Date: 11/13/2012 7:00 PM
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Cuts Microsoft position by 80% and HP position by 46% ... Not a good sign when it comes to what Seth Klarman thinks about the future of the Microsoft ecosystem ...

Maybe here's why:

The lukewarm reception for Windows 8 appears to be running deep with Microsoft's corporate customers, as well. Gartner analyst Stephen Kleynhans has issued a widely cited report saying large organizations won't even begin small pilot studies of Windows 8 usage until 2013 at the earliest.

"We expect during 2013 a lot of companies will begin experimenting with Windows 8 tablets, running some small pilots as a learning experience," Kleynhans says.

User training and acceptance in corporate settings is a "major hurdle," adds Karl Volkman, chief technology officer at hosting services provider SRV Network. "Many people resist change because breaking habits is difficult," he says.

http://www.usatoday.com/story/tech/2012/11/13/microsoft-sino...

The article is actually about how a company is profiting by creating an app which allows users to re-install a "start menu" ahead of Windows 8. Apparently it's just too much of a jolt for them not to be able to figure out how to "start it up".

(I think it's fair to note - although the article doesn't - that new OS's never percolate through the Windows world as quickly as they do some others, FWIW.)

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