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

2. Windows RT for tablets: The main selling point for Win RT in comparison to, say, the iPad and Android tablets is that it runs Microsoft Office. But there now are many programs for alternative tablets that allow you to view, reformat and, in some cases, edit Office documents. So that case for Microsoft Office is slipping away fast!

The real argument Microsoft does not mention, is that people who want Microsoft Office want it because of Outlook. Outlook has functionality that Apple iOS and Google simply cannot match, and it's a huge issue for many power users. But in a stroke of nonbrilliance, Microsoft decided that RT gets Office ... without Outlook! This will go down in history as one of technology's greatest fails.

3. Windows Phone 8: Almost everyone agrees that Microsoft is getting the Phone OS right. The problem here is that it is late to market, with far fewer apps than Android and iOS. There is significant app lock-in with both Google and Apple, so it's not good enough for Microsoft to be "just as good" as Android and the iPhone. Who wants to bet that the buying public will deem the Windows Phone 8 not just equal to the iPhone and Android, but also better?

Bottom line: The risk/reward for Microsoft in terms of its gigantic three-pronged Windows 8 launch is not positive, and disappointments could drive users into the arms of Google and Apple.

At the time of publication, Wahlman was long AAPL, GOOG, NVDA and QCOM, and short MSFT and AMD.

This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.
3 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 $118.03 0.00%
GOOG $748.15 0.00%
MSFT $53.69 0.00%
FB $105.41 0.00%
TSLA $229.64 0.00%


Chart of I:DJI
DOW 17,813.39 +1.20 0.01%
S&P 500 2,088.87 -0.27 -0.01%
NASDAQ 5,116.1430 +13.3350 0.26%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs