Morgan Stanley: Microsoft will sell 3 million Surface tablets in 2012, 9 million in 2013

“Morgan Stanley’s Adam Holt, who rates Microsoft at Overweight, has a note out today about the Surface, writing that the price points are competitive with Apple (AAPL) and largely in-line with his expectations,” Teresa Rivas reports for Barron’s.

Rivas reports, “From the note: ‘Pricing appears competitive: $499 for a 32 GB Surface is less than the $599 for a new 32 GB iPad with WiFi, while $699 for a 64 GB Surface plus keyboard is consistent with the $699 cost of a 64 GB iPad, with no keyboard-and MSFT’s flat keyboard is itself a differentiator…'”

Read more in the full article here.

MacDailyNews Take: iCal’ed.

And, in other words, if Microsoft hits these estimates – big “IF” – Apple’s going to outsell all of Microsoft’s Surface tablets for the entire 2013 year in a mere two weekends, the first following the imminent launch of the iPad mini and the second following the launch of the next-gen iPad in March or thereabouts.

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54 Comments

  1. Apple management probably still laughing their backend off when they read about Windows 8 table news. However, I believe Apple’s QA departments will perform some sort of comparative analysis on Windows 8 tablets.

    Any Apple employee on this site can shed some light on this? 🙂

        1. I don’t think the Surface will beat the iPad, but I wouldn’t be surprised if it does pretty well. If a billion dollars worth of Advertising can buy an election, I have every reason to believe it will influence many people.

          Don’t forget, people who read (and comment) on this site are probably much more technically knowledgeable than most of the people seeing the commercials.

          I still meet people in Best Buy who truly believe that Microsoft is “The Computer Company” and Dells are nice machines.

          Just wait until all these ads hit just before x-mas. I believe it will sell. (but with $1 billion in ads to stupid people, it may sell, but how on earth can they make a profit?–but that’s a different story)

  2. Can’t wait. That is, I can’t wait for all those users of the Surface to get Blue Screens Of Death, massive security updates every two hours and wow, a portable device with a keyboard?? Yikes. If 100 folks buy this I’d be surprised!

    1. My daughter experienced her first ever Kernel Panic the other day. She had no idea what it was. My wife, who is a very heavy Mac user has never seen one.

      BTW, a Kernel Panic is the Mac equivalent of a BSOD.

        1. Although I did read that more Democrats have iPhones and more Republicans have Android. I have no idea what kind of person has Microsoft, but they can usually be found on Apple Forums 🙂

  3. With the current iPad lineup, the new iPad mini and the Nook, Nexus and Kindle, I don’t see how the Surface has a snowball’s chance in Hades.

    If they had been able to price it at $399 with the KB/cover, maybe.

    Then comes iPad 4 in the spring.

    I’m guessing the Surface will be on a RIM/HPalm fire sale trajectory by March at the latest.

      1. Online too. That still does not put them in; BB, Wal-Mart, Target, Verizon, AT&T, Sprint… No one will be able to compare them to iPad or Android tablets. The Win8 tabs that do go there will be a few OEMs, not MS. When MS fans realize that it is not full Win8 and their old software won’t run on it; Office is limited and mostly in the cloud, this will kill it. The price of the Pro will be true test.

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