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The big question is whether the relatively large shipments with Win 8 will match up with consumers' PC demand during this year's holiday sales season.
"If not, then inventory level will go up, and first-half 2013 shipment growth will be stagnant," she said.
On the business front, Microsoft is recommending that enterprise customers in the process of deploying Windows 7 continue with those deployments.
"There is great compatibility between Windows 7 and Windows 8, and this will make it easier for customers to start adopting Windows 8 side-by-side with Windows 7," said Erwin Visser, Microsoft's senior director of Windows client marketing. "For customers running Windows XP or Windows Vista, and still early in your deployment process, we recommend you start your Windows 8 deployment planning."
Above all, Visser is advising enterprise IT managers to begin evaluating how Windows 8 will change the way their companies conduct business right now through the introduction of new tablet experiences as well as desktop virtualization and other new features such as Windows To Go, enhanced security and DirectAccess.
"Every customer scenario is unique as well, making Windows 8 one of the most personalized operating systems for business customers -- and their employees -- yet," Visser said.