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Friday, January 27, 2006

Microsoft's Results Good For Symantec (SYMC)

So, I should probably try to rescue my credibility and stop talking about Symantec, but I really think the market could be in for a surprise in the next couple of quarters; a good one. First, I believe that the Storage Refesh(TM) is driving demand for Veritas' solutions. Veritas is all about storage and data infrastructure and we all know that storage is on like Donkey Kong. Second, say what you will about Symantec's exposure to consumer Anti-Virus (AV), but we're in the middle of a huge PC refresh as well.
Check out this tidbit from Microsoft's latest quarter as observed by

"License sales to Original Equipment Manufacturers (OEMs) again carried the quarter. Windows desktop OEM licenses grew by 15 percent...Microsoft estimates that worldwide PC shipments grew between 14 percent and 15 percent during fiscal second quarter. Consumer sales continue at a brisk pace...Microsoft expects PC growth to be 12 percent to 14 percent for fiscal 2006."

In other words, we could have a 1-2 punch from Veritas and AV outperformance coming up. Accelerating PC sales means accelerating AV sales. Pure and simple.


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