This Day On The Street
Continue to site
ADVERTISEMENT
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

Microsoft Vs. Apple: It's Now Life or Death

NEW YORK ( TheStreet) -- When it comes to software giant Microsoft (MSFT - Get Report) and its status among the ranks of current technology powers, it has become a case of either you like the company or you hate it. There seems to be no in-between.

The company is often loathed for the fact that it is not Apple (AAPL - Get Report) and praised for not free-falling in the manner of Research in Motion (RIMM). However, it appears that Wall Street has already made up its mind about which camp it falls under and cares very little if anyone has taken notice.

It is clear that in order for Microsoft to earn any respect, it has to be exceptional going forward in its execution. Not only has Wall Street demonstrated a gross dislike for the company's management, but it appears incessantly unimpressed and ready to issue a thumbs down at a moment's notice for things that would otherwise generate standing ovations for lesser-known companies.

Be that as it may, this is the company's new reality and as it prepares to launch its highly anticipated Windows 8 operating system. I think that it understands what it needs to do.

For that reason, its life now depends on its success, because I don't envision a scenario where it can screw this up and expect to live to talk about it -- particularly in a market that is ready to punish anything with signs of slowing growth. However, investors continue to discount that the company understands where it is today and appreciates what is at stake. Although Apple and Google (GOOG) continue to get all of the press coverage, Microsoft has been working hard to expand Windows outside the chassis of the traditional PC and into the realm of mobility which includes tablets and smartphones.

To that end, it has partnered with ARM Holdings (ARMH) to employ its chip technology in Windows 8 -- a product it's betting will bring back its lost consumer market share in the realm of mobile devices and restore its innovative prowess. In typical Wall Street fashion, analysts have decided to take a "wait and see" attitude, which is understandable considering the lackluster results of previous OS launches. For that matter, Microsoft is still battling demons from its Vista launch. However, it appears that Apple is not taking this lightly and has countered with its own announcement of OSX Mountain Lion that is due out this summer.
1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

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
Stocks Under $10

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

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
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

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

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG
AAPL $122.37 -0.50%
MSFT $46.88 1.27%
FB $95.21 -1.84%
GOOG $632.59 0.10%
TSLA $266.88 1.20%

Markets

Chart of I:DJI
DOW 17,745.98 -5.41 -0.03%
S&P 500 2,108.63 +0.06 0.00%
NASDAQ 5,128.7850 +17.0520 0.33%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs