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!

Microsoft Moves to Copy Apple and Google

Stocks in this article: MSFT AAPL GOOG NOK HPQ BBRY BBY

Microsoft's rationale for buying Nokia's phone business was easy and two-fold:

  • It had to. Nokia was going to diversity into Android, dealing a potentially lethal blow to Windows Phone's credibility. Microsoft was faced with the choice to either pay Nokia a huge sum of money to abstain, or simply acquire the business. Given these options, Microsoft most likely did the right thing.
  • It makes sense. Look at the broader industry dynamic and logic. Microsoft was already developing its own phone that the Chinese ODM/OEMs would have made for it, just like the Surface tablet. You can't look at Google and Apple and conclude that you need to defy their winning industry logic.

Cloud-device integration: Google is the clear leader here with Google Docs. No product of its kind is so easy to use, works as quickly, and is free to boot. When I decide on where to type this article, the choice is easy.

Apple and Microsoft have been scrambling to take on Google Docs, repurposing their existing productivity suites into the cloud. There is no denying that, as a result, they have narrowed the gap against the market leader, Google.

For Microsoft, this is as critical as the smartphone business. If the rationale for end-users to use Microsoft Office continues to decline, the entire Microsoft pyramid stack of expensive software flies out the window.

Microsoft has improved the PC situation dramatically with Windows 8 and its integration with SkyDrive. The company is now one step closer to competing with Chrome OS and Android in terms of being able to quickly switch from PC to PC, from device to device.

Still, a meaningful gap remains. For those of us who use many dozens of Google, Apple and Microsoft hardware products of all shapes and sizes every day, it's easy to see how superior Google's cloud sync remains. The good news for Microsoft is that in just the last 10 months, since the launch of Windows 8 and Windows Phone 8, it has moved ahead of Apple in terms of the cloud sync.

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 18,053.71 +23.50 0.13%
S&P 500 2,088.77 +6.89 0.33%
NASDAQ 4,806.8590 +33.3870 0.70%

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