The following video is from Friday's Motley Fool Money roundtable discussion with host Chris Hill and analysts Joe Magyer, James Early, and Ron Gross.

Microsoft (NASDAQ:MSFT) has just scaled back its order of its new tablet/laptop hybrid, the Surface, from 4 million units to 2 million. With the PC market lagging and dragging down several companies in that industry, a lot of investors were hoping to see big things from Microsoft this holiday season with the release of Windows 8 and the Surface. Microsoft has said that sales of Windows 8 licenses are above 40 million, but Ron feels that something isn't quite right here, and that sales of Windows devices have just been too lackluster to really be optimistic about Microsoft yet.

Chris Hill owns shares of Microsoft. The Motley Fool owns shares of Microsoft. Motley Fool newsletter services recommend Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.