Some big Dell customers are just beginning to migrate to Windows 7 -- an operating system that came out in 2009.
Maybe everyone's focused on the wrong Microsoft operating system.
Dell said during its earnings conference call on Thursday that
"commercial" customers, meaning corporate customers, are just now
transitioning to
Windows 7.
"I think you continue to see Win 7 on the commercial side of the
business. It's driving a refresh cycle," said Brian T. Gladden, chief
financial officer for Dell, during the conference call.
Yeah, you read that write. That's corporate customers switching from,
for example, XP or Vista to Windows 7. And that is driving PC and
hardware upgrades at Dell.
That makes a
Windows 8 upgrade pretty unlikely in the near future for those customers.
Here's what Gladden said about Windows 8. "Windows 8 has been from
our standpoint, not necessarily the catalyst to drive accelerated growth
that we had hoped it would be."
That's probably understatement, as CFOs are masters of understatement on earnings conference calls.
To be fair, corporations typically are slow at moving to a new
operating system because the upgrade has to be orchestrated across
thousands, if not tens of thousands, of systems. And they usually wait
until after a service pack to make a move.
But what's unusual is that we're not talking about a slow transition
to Windows 8. This is to an operating system released three years ago.

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