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Author: TMFFrank One star, 50 posts Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 157043  
Subject: Re: Bing taking it to Google Date: 9/24/2012 1:35 PM
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"Yes they do. Can they use it? That's the question. Sometimes corporations can take assets and leverage them into new and related markets: Procter & Gamble, Kellogg's, Coca-Cola and others. Sometimes they have leverage and can't: Schlitz Beer had the #1 market position, biggest ad budget, best distribution, and... remember them?

If Microsoft is going to win here it will be because of Office, not because of Windows 8. But nobody is going to use Office (to any meaningful degree) on a cell phone, so they will have to leverage Office into tablets, and then from the user experience of 8 backwards into the handheld space. That's a tricky - and long - path to take."


I could see value in having a more outlook-friendly mobile email client and a mobile version of OneNote, but your point is well taken.

From a broader perspective, it's pretty clear (and commonly stated) that the focus going forward will be on integrating multiple devices. For me, the question is which device will be the keystone of that system? If it turns out to be the PC, they should be pretty well positioned, but as you say, there's still no guarantee having a laptop with Windows or Office will make a windows phone attractive. Better Sharepoint and Lync integration could add value for business types. Some features that work with the xBox 360 might add appeal for consumers, but nobody really knows what will/won't work.

I agree that MSFT's first step is getting a decent tablet out there. Personally, I'm really excited about the Surface Pro. If the digitizer is as good as I've heard (apparently, it's just like writing on paper, great for handwritten notes, etc..) and the performance doesn't suck, I'll trade in my iPad for one.

"You're talking about "penetration." I was talking about "marketshare", which is generally a reference to the last 12 months (or whatever appropriate period is being measured) sales."

Yep, that number makes sense now. Thanks for clearing it up.

Thanks,
Frank
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