Can beleaguered Microsoft really go head-to-head with Apple?

“It certainly appears as if the folks up in Redmond plan to go head-to-head with Apple and Google in mobile phones, tablets, and who knows what else. The big question is, can they pull it off? Do they even have a chance of beating those Silicon Valley giants at their own game?” Steve Tobak writes for FOXBusiness. “The answer to that question is surprisingly straightforward.”

“Some have characterized what Microsoft is desperately trying to accomplish as an Apple-like turnaround. If that were true, it would at least have a chance,” Tobak writes. “Unfortunately [for Microsoft], it’s not. That’s a complete mischaracterization of Microsoft’s situation.”

“Apple’s MacBook, iPod, iTunes, iPhone, and iPad were breakout successes because Steve Jobs learned to think different and he taught Apple to think different. What spawned a unique string of category-killing products was a new way of designing, developing, integrating, manufacturing, marketing, and selling consumer devices. Apple broke the mold,” Tobak writes. “None of that would have happened if Jobs had decided to throw in the towel and play Microsoft’s game. He didn’t even just change the rules. He created a whole new game. And make no mistake: that’s the opposite of what Microsoft is doing now. What Microsoft is doing is playing Apple’s game by Apple’s rules.”

Tobak writes, “The only way for Microsoft to win this game is to do what Apple did – figure out a way to change the rules. And, if the acquisition of Nokia’s mobile phone business is any indication of its strategy, that does not appear to be the plan up in Redmond. Not only that, but while I do think Stephen Elop is a very capable executive, if the plan is for the former Nokia CEO to take the reins from Ballmer, that, to me, sounds a lot like nails being hammered into Microsoft’s coffin.”

Read more in the full article here.

MacDailyNews Take: DCW.

Some people laughed when we wrote the following:

As we have always said, even as many short-sightedly waved (and continue to wave) the white flag, the war is not over. And, yes, we shall prevail… No company is invincible. Not even Microsoft.MacDailyNews Take, January 10, 2005

Who’s laughing now?

30 Comments

  1. I’m willing to bet Wall Street values Microsoft better than it does Apple when Microsoft acquires Nokia. They’ll figure that for some reason Microsoft will somehow end up with a brighter potential future in the smartphone business than Apple. Many of you keep talking about the death of Microsoft but look how closely valued the two companies are in terms of P/E. Even Microsoft’s ROI is much better than Apple’s is. Microsoft has a far higher institutional ownership than Apple despite these so-called cries of Microsoft stumbling in the post-PC era.

    I’m only looking at how Wall Street is still smiling favorably upon Microsoft while Apple certainly appears to have a far stronger future in so many ways. Just don’t go about thinking everyone believes Microsoft is dead and Apple is crowned the new king. Not by a long-shot. I believe on Wall Street Google is seen as a stronger contender than Apple by the most influential investors.

  2. This is both sad and disturbing to me.

    Microsoft is a software company. They should be writing software, really great software, for every OS out there. But no, they blew it. Missing the mobile revolution was dumb, not re-writing their best software for Android, iOS at the outset was even dumber. These are strategic mistakes and Ballmer had the helm.

    Microsoft is an American company hell-bent on self destruction. AppleSoft will only accelerate the inexorable swirl down the porcelain facility.

  3. No Just look at the market value of each company; if that does not tell anything then look at the products each company has launched and trashed within the last 6 years. Enough said.

  4. MS is not going away anytime soon. They may be loosing the consumer market but they are deeply entrenched in the enterprise. If they really want to make money they can discontinue their money lossing ventures in the consumer market and focus exclusively on the enterprise.

    They are so entrenched that every couple of years they can drop support for product X thus forcing expensive upgrades. They start a consulting group to help corporations through the upgrade process. Then they get paid for the product and the service. Because of the depth of the trenches corporation don’t have a choice to look at other option because that would be even more expensive.

    Let Apple and Google fight over the picky low margin consumer market.

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