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.

Related articles:
Microsoft Surface RT tablet Wi-Fi-only; 32GB for $599 with, $499 without keyboard, $699 for 64GB – October 16, 2012
Microsoft airs first TV ad for Surface tablet (with video) – October 15, 2012
Apple’s ‘iPad mini’ to obliterate Microsoft’s Windows 8, Surface RT tablet launches – October 13, 2012
Acer CEO to Microsoft: ‘Think twice’ about Surface tablets – August 7, 2012
Microsoft Surface tablet pricing leaked; US$1,000 for ‘cheapest’ Windows RT model – July 26, 2012
Ballmer: Uh, yeah, ‘Surface is just a design point,’ you know – July 10, 2012
Microsoft’s Buffoon, er… Ballmer throws down gauntlet against Apple – July 10, 2012
Microsoft reportedly dumps ‘VaporMg’ chassis, will use ‘VaporMg’ only as ‘surface treatment’ – July 9, 2012
Microsoft’s downfall: Inside the executive e-mails and cannibalistic culture that fueled Microsoft’s lost decade – July 7, 2012
HP said to dump Microsoft over Surface; to cozy up to Google Android for tablet efforts – July 2, 2012
Bad news for Microsoft’s iPad killer? – July 2, 2012
Dear Microsoft, Steve Balmer and Bill Gates: What is up with your obsession with keyboards? – June 28, 2012
Jason Schwarz: Top 10 reasons why Microsoft’s Surface is DOA – June 22, 2012
Why I love Microsoft’s vaporware Surface tablet – June 22, 2012
Microsoft’s Surface tablet said to be Wi-Fi only at launch; no 4G, no 3G, no 2G, not even 1G – June 22, 2012
Microsoft outsources Surface assembly to Pegatron; prices above $799 for Windows 8, above $599 for Windows RT expected – June 21, 2012
Acer founder: Microsoft will quit making tablets soon – June 21, 2012
Devastating video shows Microsoft’s Surface event aping Steve Jobs’ iPad unveiling (with video) – June 20, 2012
Thanks to Apple, Microsoft is doomed in the era of mobile computing – June 20, 2012
Why wouldn’t Microsoft let anyone touch its Surface tablets’ keyboard cover? – June 20, 2012
The cost of Microsoft’s Surface tablets – June 20, 2012
Apple’s revolutionary iPad vs. Microsoft’s anti-tablet ‘Surface’ – June 20, 2012
Microsoft’s Surface tablets provokes ‘sense of betrayal’ among Windows PC assemblers – June 20, 2012
Fox News: Copier Microsoft is doomed to fail with Surface tablet – June 19, 2012
Microsoft’s Surface tablet destined to be as successful as the Zune – June 19, 2012
Surface: Why Microsoft’s big mystery turns out to be a big mistake – June 19, 2012
Microsoft’s Suicide, er… ‘Surface’ – June 19, 2012
ZDNet Sr. Tech Editor Perlow: Microsoft’s Surface has catastrophe written all over it – June 19, 2012
Microsoft previews own ‘Surface’ tablet – June 18, 2012
Microsoft touts ‘major’ June 18 event said to showcase Windows RT tablets – June 15, 2012
ZDNet’s Kingsley-Hughes: Microsoft’s Windows 8 is an awful, horrible, painful design disaster – June 8, 2012
Analyst meets with big computer maker, finds ‘general lack of enthusiasm’ for Windows 8 – June 8, 2012
Dvorak: Windows 8 an unmitigated disaster; unusable and annoying; it makes your teeth itch – June 3, 2012
The Guardian: Microsoft’s Windows 8 is confusing as hell; an appalling user experience – March 5, 2012
More good news for Apple: Microsoft previews Windows 8 (with video) – June 1, 2011


  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.

    1. It’s being retooled. Coming out soon, Microsoft Bigger Ass Table for consumers. The Pro version is the Microsoft Gigantor Ass Table, including 6 Car Battery Packs to extend your Big Ass Pleasure Time!

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