Microsoft Surface Pro – Jack of all trades…

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…master of none….yet!

  • The Microsoft Surface Pro is out in the wild but it has yet to prove Steve Jobs wrong.
  • Apple’s stance on hybrid products remains clear.
  • A hybrid product can do multiple tasks but because of the compromises that are inherent to its design, it will never be able to do any of them very well.
  • A device designed for a single purpose will always offer a better user experience.
  • Windows 8 has promised to put an end to that view by having two modes, each of which is designed to offer either a tablet, content consumption experience or a laptop, content creation experience.
  • This is critical to the success of Windows 8 because this is where it really differentiates itself from Apple.
  • Instead of carrying a MacBook and an iPad, the user can carry just one device and use it in different configurations based on what he or she is doing at the time.
  • The Windows RT version is limited in the fact that desktop applications are in very short supply which combined with typical generation 1 issues have limited sales.
  • Hence, I have had high hopes for the full Windows 8 version which should have put most of these issues to bed.
  • Unfortunately, it doesn’t really fit the bill either offering neither a really great laptop experience nor a great tablet.
  • Furthermore it is not cheap as the 128GB version with the detachable keyboard is going to set the user back more than $1,100.
  • I believe that the aim of the Windows Surface is not to take the PC market by storm but to show the ailing PC makers what Windows 8 can offer and to push them into action.
  • So far really only Samsung and Asustek have risen to the challenge and I have high hopes for the Asus Taichi which has the possibility to take Windows 8 much closer to its full potential.
  • Sales of Windows 8 have been sluggish to date but once the hardware and software issues that limit the appeal of the experience are fixed, I am hopeful that there will be a replacement cycle kicking the PC market back into growth, albeit temporarily.
  • At the moment it is Asustek, Samsung and maybe Lenovo making all the running and in the new world order these three look like the powerhouses of the future PC market.

 

 

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 once again MSFT has come out with a product that teases but isnt quite there. IMO Intel Haswel launch & one more year of Nand price drops should resolve 3 major issues (in order of importance :- battery life, thickness & storage) and convert this into a hit product.

…or maybe Smasung does what it does best and makes one, thineer, better and cheaper.