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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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