Sony, Dell Win Big With Windows 8 Sales

Sony (NYSE: SNE ), Dell (NASDAQ: DELL) and Acer appear to have had a successful Black Friday.

The three companies sold a large number of Windows 8 PCs last week as consumers endured massive crowds and long lines on the biggest shopping day of the year.

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In conducting a retail survey, Global Equities Research analyst Trip Chowdhry found that Acer and Sony produced the “hottest-selling Windows 8 notebooks.” According to Chowdhry, Microsoft (NASDAQ: MSFT) Stores had a “very strong promotion” on the Acer Aspire V5 notebook, which is powered by an Intel (NASDAQ: INTC) Core i5 processor. He estimates that each Microsoft Store had about 500 units. “[They] were completely sold out within the first 30 minutes,” Chowdhry wrote in a note to investors and reporters. During the promotional period, Microsoft sold the Aspire V5 for $399.

Not to be outdone, some Microsoft Stores also sold out of a $1,500 touch-enabled Ultrabook from Sony. “Sony Vaio Touch Intel i7 was the fastest selling Windows 8 notebook in the high-end category,” Chowdhry added.

While this may be the year that the desktop PC died, Dell has not given up on the market. And it’s a good thing, too — if it had, it could not have built the fastest-selling all-in-one Windows 8 desktop. On Black Friday, Dell’s XPS One 27 earned that crown.

Chowdhry said that while he could not get any color on the number of units available, the converged view was that the “demand was too high” for Dell’s $2,000 machine.

Not every Windows 8 device performed well on Black Friday. Chowdhry estimated that Microsoft lost one in five sales on the Surface RT because of the ARM (NASDAQ: ARMH) chipset. “Had Microsoft first shipped Surface on Intel chips vs. on ARM chips, sales of Surface would have been 5X better than current levels,” the analyst wrote.

Regardless, Chowdhry found that Microsoft “had decent sales on Windows Surface RT.”

“We observed a lot of interest in Microsoft Surface, but interest was not necessarily leading to sales,” he said. “We spoke to no less than 30 people, who showed the most interest in Microsoft Surface RT, but did not make the purchase. ‘We are going to wait for the Pro version of the Surface, as that will run on Intel Chips,’ was the unanimous view we got.”

http://www.forbes.com/sites/benzingainsights/2012/11/27/sony-dell-win-big-with-windows-8-sales/

1. Heavily discounted electronics always sell out on Black Friday by design.
2. No exact sales numbers except for "500 per MS store" which is only 15k units.
3. This is from a Forbes "sites" blog, which is done by some random person and is unedited by Forbes. He only has one source.
4. "We are going to wait for the Pro version of the Surface, as that will run on Intel Chips" - these are VERY informed consumers. How much of the public know, right now, that the Pro and the RT are differentiated by Intel chips and that they should wait for them? This retail survey has no methodology listed, it might just be talking to 3 people at this one store.
5. No evidence for Sony and Dell winning 'big', because they couldn't have made a profit on such deep discounts (unless MS was subsidising in which case it doesn't even count), and there are no sales or financial numbers listed. No statement from anyone except this analyst - nothing from MS, Sony or Dell.
6. Where is the comparison to previous Black Friday laptop sales? Is Windows 8 selling more or fewer laptops than an average year for PC sales? How about compared to the Win7 launch? Can we extrapolate Black Friday to the whole holiday period? Is Windows 8 something consumers are seeking out?

In conclusion: this article proves nothing.

I also agree, its pretty much impossible for windows to not do well. I think Vista was a great success despite the panning.