Microsoft – S for school.

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Windows 10 S great for schools but not for the Surface Laptop.  

  • For the education of children, Windows 10 S makes perfect sense but for college and everything else, I can’t see why anyone would want it.
  • Microsoft held an education event this week where it launched a new version of Windows 10 called Windows 10 S and a stunningly beautiful laptop called Surface Laptop.

Windows 10 S

  • The main feature of Windows 10 S is that it is locked to running apps that are available in the Windows store.
  • This allows a greater degree of security as each app will have been checked by Microsoft but also will run in its own container.
  • This has the effect of not bogging down the operating system as often happens as devices age and ensures that performance will always be crisp and quick.
  • This is ideal for the classroom where all devices should offer exactly the same performance and teachers can’t waste time waiting for the older laptops to boot or load.
  • Windows 10 S also allows the school to take complete control of the device just as enterprises do with the laptops within their organisations.
  • I see this as highly appealing to schools whose aim is educate the students rather than to offer them a good and fun user experience on the device of their choice.
  • Microsoft has also added a handy feature enabling the creation of a USB drive that can install all of the required apps, settings and permissions on a Windows 10 S device in one go.
  • This makes the set up and management of devices within a school much easier and faster.
  • The app limitations mean that Windows 10 S can run effectively on devices that compete with Chromebooks which is clearly what Microsoft is intending with this version of Windows.
  • However, outside the controlled environment of a school, I can’t see anyone willingly running this version of Windows.
  • This is because what is available in the Windows Store is a sad reflection of the wealth of software that is available for the PC.
  • If take the example of a student at university then this reality is put into sharp focus.
  • Students tend not to have a lot of spare cash and therefore will rely heavily on free software which is they are using Windows 10 S needs to be on the store.
  • Taking the top free PC software as recommended by TechRadar, I found that 3 apps were available compared to 10 that were not but of which, 2 or 3 had something similar in the store.
  • The Windows Store does not offer Google Chrome, iTunes, Google Drive or any BitTorrent clients, all which I suspect are pretty important for cash strapped students.
  • Microsoft refers to its refusal to install the software that the user wants as a “friendly popup” that directs you to something similar in the store but I suspect that almost all users who have paid for their own devices will find this utterly infuriating.
  • Hence, I think that to make Windows 10 S gain any traction outside of schools, Microsoft needs to dramatically improve the Windows Store.
  • This will take some time and hence I see virtually no traction for Windows 10 S outside of the controlled education environment for which it has mainly been designed.
  • The good news is that users can unlock the device by upgrading to Windows 10 Pro for $49.99 (free for students) but how well Windows 10 Pro will run on a $170 PC remains to be seen.

Surface Laptop

  • Microsoft also launched a beautifully designed laptop that has looks and power but with the price tag to match starting at $999.
  • Every detail has been attended and it is refreshing to see a device maker show such care and passion for a product that it has created.
  • For high end users, who are not fans of the tablet form factor, this is a great option but in that regard, it has no business whatsoever being launched with Windows 10 S.
  • This product has clearly been designed to appeal to users and hence I suspect that almost every device will be shipped to users who have paid for it themselves.
  • Furthermore, the vast majority of schools, will not be buying this product for their students but rather something much cheaper.
  • Hence, I think that to create the best possible demand for this product Microsoft should offer the option for the device to ship with a regular version of Windows at no extra charge.
  • This is because I suspect that almost everyone who buys this service will not want to be bound by the limitations of Windows 10 S.
  • I think that after paying up to $2,200 for this device being forced to pay another $50 just to run the apps that the user wants will really stick in the craw.
  • Microsoft have launched the Surface Laptop as a hero device to encourage the adoption of Windows 10 S on much cheaper devices but it makes absolutely no sense for the device itself to run this version.

Take Home Message.

  • The end result is that I like Windows 10 S for school as it will take the fight to Chromebooks which dominate the education landscape in the US.
  • This is especially the case because Office is a far better option for content creation than Google Docs but where Google has an edge is in text books.
  • Google has spent a lot of time building up a huge library of e-text books for schools and this is something that Microsoft will have to quickly replicate in the store if it wants schools to switch.
  • Furthermore, if Microsoft can win students over to Office when they are young it sets Microsoft up nicely to continue its dominance with Office as these students enter the workforce.
  • Microsoft looks better positioned in education with this release which to me looks like a very long term, but worthy investment.
  • I continue to like Microsoft which is doing very well in the enterprise and fortunately the valuation does not demand excellence in consumer, where I continue to see indecision and slow decline.

 

RICHARD WINDSOR

Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.

Blog Comments

I think Microsoft made a great move by using this Windows 10S on this laptop. Eventually, if this Surface laptop gains a huge success in education market, it will force many developers to port their software to Windows Store in the near future. This will make Windows 10S OS more secure and hopefully as secure as Mac OS. And the promised 14 hour battery life will deliver perfectly even when running the heavies software because these software will be optimized by Microsoft through Windows Store.

Agree with everything you have said with one HUGE caveat. The Surface Laptop is WAY to expensive for education. Windows 10S is trying to compete with Chromebook s that cost around $160. That means to be effective it has to be on devices with the same price point. No one in their right mind would spend this kind of money on the Surface Laptop and hobble their user experience.