Yesterday Microsoft (MSFT) unveiled its own table to compete with the IPad. This marks a huge change in strategy as Microsoft will be increasing the size of its bets on making hardware, which is a much lower margin business than their core software business. I think technology has changed in a way where software companies such as Microsoft must have the ability to create their own hardware, to ensure an infrastructure strong enough to provide app developers to support the software. Apple (AAPL) has changed the game in this sense, and shown that a comprehensive approach can work when executed with perfection. I think this will and has inspired copycats, but I think the chances of anybody replicating Apple’s success is low. I do believe that Microsoft is among the best positioned to do so, and that this tablet has an excellent chance of being successful. We will see how things shake out but I’ll likely be a buyer as I’m much more comfortable using Windows than any Apple product, and I’ve given time to trying.
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