This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Which Tech Stocks Should You Watch When Microsoft Rolls Out Windows 9?

Chris Lau, Kapitall: Could the launch of Windows 9 benefit Microsoft and some of its biggest suppliers?

Even though Microsoft (MSFT) reported a good quarter, perception by the public regarding any of its operating systems after Windows 7 continues to be negative.

But this did not prevent Microsoft from generating $24.52 billion in revenue. The strong results overshadowed the fact that OEM revenue declined for Windows by 3% this quarter.

Read more from Kapitall: Time to Shop for Undervalued Consumer Goods Stocks as Confidence Rises?

Even if uptake for Windows 8 and 8.1 is slower than what investors would like, there is hope for Windows 9. Microsoft is responding more quickly than it has in the past with product refreshes, so when Microsoft releases Windows 9 around April 2015, there could be several beneficiaries.

Chip makers

AMD (AMD), NVIDIA (NVDA) and Intel (INTC) would benefit from sustained sales for PCs. AMD and NVIDIA both profit from sales of discrete graphics cards and Intel relies partly on sales of desktop processors. AMD does as well, although it is currently undergoing a two-year transition. 

Part of AMD's transition is reinforcing its focus toward low-end desktop and notebook chips. Consumers should also expect better integrated graphics performance from Kaveri, which was released in December.

Click on the interactive charts below to see data over time. Sourced from Zacks Investment Research.

Windows 8.1 “Update 2” will be released before Windows 9, around the time that support for Windows XP officially ends. Thus there are two more catalysts ahead of Windows 9 that could benefit the PC industry.

Windows 9 gets back start menu

Microsoft will bring back the Start menu in Windows 9. Aside from aesthetics and usability, the Build 2014 conference should give investors a better idea of the changes that will happen for the Windows ecosystem. Anticipation seems to be high as the conference sold out in just over 24 hours, and will take place in San Francisco from April 2 – 4 this year.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,698.18 -77.94 -0.44%
S&P 500 2,059.69 -8.20 -0.40%
NASDAQ 4,880.2280 -20.6570 -0.42%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs