Tuesday, February 12, 2013

MSFT: Microsoft's Surface Conundrum: RT And PRO

Microsoft's Surface Conundrum: RT And PRO
by Benedict Tubuo (Beevest)

The release strategy of the Surface family of tablets suggested that Microsoft (MSFT) intended for it to be a harbinger not a panacea. Part of the announcement for the Surface tablets specifically said it was meant to be the "ultimate stage for Windows". The launch strategy was so convoluted that you wondered if Microsoft was actually trying to sell the darn thing. It reeked of reluctance especially of the fear of pissing off partner OEM's. It was even more burdened by the fact that Microsoft inserted complexity where others seek simplicity by creating RT and PRO versions. I don't have any insights to what Microsoft planned to define as success but I suspect that the RT's market performance was not it. It was backwards in that it tried to compete with existing tablets without necessarily adding value to the proposition. It failed because it did not fundamentally impact the tablet landscape in units sold or excitement. The Pro, however, seems to be starting where the RT ended. It seems to be tickling fantasies of what could be and that, to me, is success. Setting the stage for Windows meant that the Surface's mission would have been accomplished if it raised curiosity in the form of questions from individuals, corporations and OEM's. Questions like: read more »

More on MSFT

A Different Way Of Looking At Microsoft's Valuation by Jim Fish

Can Microsoft Fix Its Strategic Mistake With The Surface Pro? by Top Economic Articles

Bing Inside: Death Exaggerated by Dana Blankenhorn

Other articles that mention MSFT

A Closer Look At The Dell LBO by Stephen Percoco

Vringo V. Google: $350+ Million That Is Not Coming Back by Adam Gill

Hewlett-Packard Company: Breaking Up Is Hard To Do by Joseph P. Porter


Why are you receiving this? You subscribed to real-time article alerts at Seeking Alpha.
If this email was forwarded to you and you wish to subscribe to this email, click here.

Manage your emails:
Get alerts on additional tickers and manage all your email alert choices here
I'm getting too many emails: manage your email alert choices
I'm no longer following MSFT: unsubscribe from all MSFT email alerts
This type of alert isn't helpful to me: unsubscribe from article alerts on MSFT

To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.

Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001

No comments:

Post a Comment