This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

How Microsoft Is Scaring Apple

Stocks in this article: MSFT AAPL

While the upcoming release of Windows 8 might continue to go underappreciated by Wall Street or more appropriately, analysts have decided to take a "prove it" attitude towards the launch, it has (however) not been dismissed by Apple. For all intents and purposes, this was why Apple quickly responded with its announcement of OSX Mountain Lion due out this summer. To me, it was a swift jab to the chin of Microsoft to remind investors and analysts to whom the mobile power truly belong -- regardless of how revolutionary Windows 8 is expected to be.

I am now inclined to wonder if it is possible that Apple has gotten on the defensive as a pre-emptive move to thwart off any potential momentum by Microsoft. Should investors take this as a sign that (just maybe) Windows 8 will indeed be the "game-changer" that Microsoft has been searching for since Windows 95? So clearly, for as down as the company has been perceived to be, Microsoft has been steadily working to reset its business - one that now appear to be on the verge of a resurgence aided by its partnership with Nokia (NOK).

What is remarkable is how both Nokia and Microsoft, leaders in their respective markets have come together as a way to not only dispel the notions of their demise, but also to address their respective weaknesses -- an endeavor that if successful, has the potential to not only launch attacks on both Apple and Google but they will be able to do it from multiple directions. Another key consideration in all of this is its cloud initiative called Azure -- one that is designed to be open and flexible while enabling users to build, deploy as well as manage applications across global networks.

What makes this platform so unique and even outpaces competing products from notable cloud titans such as Oracle (ORCL) and even from my new favorite in VMware (VMW) is that Azure also allows easy integration of public cloud applications to existing enterprises while also enabling networks to build and run highly available applications -- all of this without focusing on the infrastructure. I have to wonder if there is a product like it on the market. The product that comes closest to Azure in terms of its revolutionary appeal is likely going to come from Red Hat (RHT).

2 of 3

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,804.80 +26.65 0.15%
S&P 500 2,070.65 +9.42 0.46%
NASDAQ 4,765.38 +16.9840 0.36%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs