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!

The Party With the Most to Lose This Fall Is Microsoft

NEW YORK (TheStreet) -- Forget about Mitt Romney and Barack Obama for a minute.

The candidate who should be most nervous this fall is Microsoft (MSFT) CEO Steve Ballmer.

Starting with Wednesday's Nokia (NOK) press conference, which TheVerge.com is already hyping, Ballmer begins the process of finding out whether Microsoft has a future.

The official launch of Windows 8 in October, which folks like TechNewsWorld are already writing about, is not nearly as important as the fate of Windows 8 Phone. That's because, as previously noted, the transition from "feature phones" to "smart phones" has been happening twice as fast as the Internet transition of the 1990s, 10 times faster than Microsoft's own rise with the PC in the 1980s.

We're late in that game, and the question is whether there is any room for a third player, no matter how insanely great it may be.

Microsoft's best hope is to knock Google's (GOOG) Android off its perch, and a key punch was delivered there by Samsung last week. As CNET reported, Samsung has a new Windows Phone called the Ativ and promises to compete fiercely with Nokia for Windows Phone share.

The Ativ announcement comes just a week after Samsung lost to Apple (AAPL) over claims its Android gear violated Apple's patents. During the trial an Apple executive revealed it had made patent peace with Microsoft, as ReadWriteWeb reported, with Cupertino considering Windows 8's look-and-feel to be unique.

But this only works if Samsung, which is also Android's largest OEM, and Nokia, whose CEO bet his company on Microsoft Windows last year, can both succeed in the market.

To that end, TechNewsWorld reports that Microsoft will launch a $1 billion ad campaign over the next three months. To put that number in perspective, it's twice what the presidential campaign has cost so far, in terms of advertising, according to an NBC FirstRead story last month.

So there will indeed be a third party on the ballot this fall, the Microsoft party. You will be asked to vote for it with your wallet. As with other third parties, the aim must be to get out of the single-digits in market share, in order to be considered "viable."

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
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 16,960.57 -123.23 -0.72%
S&P 500 1,978.34 -9.64 -0.48%
NASDAQ 4,449.5640 -22.5440 -0.50%

Brokerage Partners

Rates from Bankrate.com

  • 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