June 25, 2012
The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.
Everyone has been talking a lot about Microsoft's new Surface tablet. The device looks great, but David is skeptical about its ultimate success. First, Microsoft wants to sell it through its own sales channels, which limits the potential audience, especially in its stores. Second, David is not sure what audience Microsoft is targeting. The iPad and Amazon.com's Kindle Fire are clearly consumption devices. The Surface wants to be a productive device, too, which few customers may want. Finally, there’s also a chicken and egg problem with content. Tablets from Research In Motion and Hewlett-Packard crashed and burned because of the lack of apps. The same could happen to the Surface. David thinks the Surface will launch with some fanfare. But ultimately, this is not going to make a dent in Apple's dominance of mobile computing. He prefers to invest in Apple, not Microsoft.
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