3 Signs For a 2012 Tech Boom
Windows 8
Microsoft's announcement that Windows 8 would run on chips using ARM Holdings' (ARMH) technology, as opposed to the traditional x86 architecture used by Intel (INTC) and Advanced Micro Devices (AMD), will have major implications in 2012 , says Sanford Bernstein analyst Mark Moedler.
"The game changer comes from the fact Microsoft has re-architected everything, and everything is touch-based now. The Windows Store is also a major driver of the Windows 8 operating system, and Microsoft is really driving to develop uses of it so that Windows 8 will be populated with a wide range of applications, and not just games."
He said that if Microsoft can execute effectively with Windows 8, then tablets would be a three horse race, including Apple's iOS, and Google's Android.
He has an Overweight rating and a $33 price target on Microsoft. Windows 8 allows chip makers which use ARM-based technology, such as Qualcomm (QCOM), Texas Instruments (TXN), and Broadcom (BRCM) to get their chips into computers running Microsoft's latest software. Qualcomm President Steve Mollenkopf said in November, "We're investing very heavily to really prepare for [Windows 8]." Microsoft shares have lost 7.7% since the start of 2011, and trade at 8.5 times expected 2012 earnings.Select the service that is right for you!
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