This Day On The Street
Continue to site
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 and Windows 8: The Doomsday Scenario

Many of them are now eagerly awaiting Windows 8, because they have held out for a long time and have great hopes for Windows 8. They really don't want to jump into the arms of Google and Apple. They will if they have to, but they are waiting for Microsoft's final olive branch before deciding.

If Windows 8 gets rave reviews, these people will be relieved and may go all-in with Windows 8, from PC to phone to perhaps a tablet.

But if any or all parts of Windows 8 -- PC, tablet or phone -- get shaky reviews or the feedback from the early users is so-so or worse, the risk to Microsoft is tremendous.

You might say, "Well, isn't this self-evident? Wasn't this also the case with Windows 7?"

No! When Windows 7 launched, the PC alternative was Mac, and Microsoft continued to lose (a little bit of) market share even though Windows 7 was an excellent product. There was no Google in the PC space, no Android to any meaningful degree, no iOS, and no tablet market. The phone competition came primarily from Research In Motion (RIMM), Nokia and Palm -- companies that are now at or near 0% market share.

This time, Microsoft stands to lose it all if there is more than the slightest unhappiness with Windows 8. This was never the risk when it launched Windows 7.

So what are the pain points that could lead to bad reviews from journalists or negative customer feedback? Let's take the three main versions of Windows 8 in turn:

1. Windows 8 for x86:

With the consumer market already flipping to various classes of alternative operating systems or other kinds of "post-PC" devices, much of this market is enterprise. Enterprise users may not take kindly to the new "Metro" tiles-interface in Windows 8. Yes, I know you can click away from it and get into something that looks sort of like the old Windows 7, but this could still annoy and confuse a lot of people.

Some years ago, Microsoft basically tried to cram the desktop Windows XP into mobile and tablet devices, and users hated it. This time, the company has tried to do the opposite: Take Microsoft's excellent cell-phone interface and blow it up to fit PCs, which people use to do real work, usually involving multitasking. This has a major risk of becoming an epic disaster.
2 of 3

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
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $93.66 -0.09%
GOOG $698.30 0.76%
MSFT $50.61 1.50%
FB $118.58 0.85%
TSLA $241.82 0.44%


Chart of I:DJI
DOW 17,891.16 +117.52 0.66%
S&P 500 2,081.43 +16.13 0.78%
NASDAQ 4,817.5940 +42.2360 0.88%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs