Monetization (Part II) Of Tablets - Do Not Write Off Microsoft's Windows RT
by Sal Marvasti
A recent Forrester research report on tablets caught our interest, as it pertains to show how the tablet market could explode for Microsoft (MSFT). The actual article remains limited to paid subscribers. The summary is in the public domain; the data in the report is detailed and large enough to produce a good revenue model. To my surprise, it was not the mobile phone market, but rather, it was demand for Window's tablets that appears to be the biggest market for Microsoft. We decided to check our portfolio, and update clients on how they can invest to benefit from this trend. In this article, we look into the possible revenue implications of the Forrester research. This provides a follow-up to the previous article we wrote dealing with the mobile OS market and Google (GOOG) in particular. read more »
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