"We expect regional development and urbanization, industrial upgrading, fostering small and medium enterprise development to be some of the main themes, " she wrote in a research note.
Microsoft could sell all of the peripheral businesses and commit to simply upgrading those two pieces of software (and perhaps the enterprise stuff) into the future until they are entirely finished in the marketplace.
Many customers, especially on the enterprise side of the equation, are understandably a little wary of the drastic change that awaits them when upgrading from Windows 7 to Windows 8.