Positive Reviews of Microsoft's (MSFT) Windows 10 Bodes Well for Notebook Makers

Microsoft's (Nasdaq: MSFT) Windows 10 could be trigger larger notebook orders as overall views of the operating system remain positive.

According to Digitimes, sources at Taiwan-based PC-related IC suppliers said IC orders cold pickup in the back end of Q315 and order visibility is expect to become more clear in Q415.

Sources believe that single-digit sequential growth in notebook shipments should be expected in Q4.

Positive user feedback for Windows 10 is also improving the outlook for the PC replacement cycle.

Finally, sources see overall adoption of Windows 10 at 100 million by the end of Q3.

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