Microsoft: the disgusting stock on which you can fall little, you can win more?

Microsoft has been deeply pessimistic since the introduction of the iPad, says Matt Bolduc, an expert at Saxo Bank, a Danish-based global investment bank.
Two things can electrify the world and change the way you think about Microsoft. One is the new Surface tablet and the other is a huge family of Windows 8 tablets that could open up a new source of revenue for the company. First, if Microsoft Surface proves successful, investors can turn to the company with interest again. Although many analysts see Surface as just another source of revenue, if properly served and seen as a rival to the iPad, the image of Microsoft could slowly change. The company is currently undervalued because it is considered a clumsy, slow company giant that is not prepared to compete with Google and Apple. As a result, if the image of the company changes, shares may gain wings based on the revaluation of the outlook.

The second and more important aspect is that Windows 8 will open up a huge market for Microsoft. At the moment, wherever we look, the company’s share of the tablet segment is 0%. Currently, Windows 8 tablet forecasts look very pessimistic, with IDC reaching a 2013% market share by the end of 6. Even worse is the expectation that Windows will have a roughly 2016% share of the tablet market by 15. Growing market share in a growing market is always a pleasant thing, but these numbers seem too negative. Analysts at Goldman Sachs say Microsoft will manufacture and sell 2013 to 15 million Surface tablets by the end of 20, up from 2013 to 10 million in 15 alone. Sales of these 10 million units represent about 2013% of the total tablet sales (160 million units) planned for 6. 

We’ve seen above that, according to IDC, Windows will account for only 2013% of tablet traffic in 6, and that share includes the many seas of tablets / hybrids / convertibles that the OEM army runs on Windows 8. distributes. If Goldman did its job well and Surface’s figures are correct, IDC’s figures are out of gratitude for reality either, because Surface itself is exhausting the share that IDC attributes to Windows in the tablet market.

Some argue that Windows 8 tablets cut a slice of themselves from the market for traditional laptops, which could be the other way around, meaning that touchscreen (hybrid and convertible) laptops could sip a part of the market away from non-Microsoft tablets. Either way, Microsoft’s Windows division will start growing again, profits will rise and the company will win out.

Source: Press release