Microsoft: Pac Crest Sees Broad Implications of Windows 7

In a report combining consumer electronics, semiconductors, and infrastructure software analysis, Pacific Crest Securities equity researchers today write that Microsoft’s (MSFT) forthcoming Windows 7 is “a dramatic improvement over Vista” and that it has “implications for the technology sector” beyond just what it will do for Microsoft. The operating system, which is currently in beta and is rumored to be approaching production release much faster than usual for Microsoft’s OSes, “could be out by the end of June,” which would make the software a material contributor to Microsoft’s fiscal 2010 results, write the authors.

The Pacific Crest test labs have found that in putting the beta of Win 7 through its paces, “the increased speed and stability, relative to previous Windows iterations, are striking […] Everything seems to run faster and more smoothly […] the primary test laptop has not crashed since installation of Windows 7 two weeks ago.”

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