The following video is from Friday's Motley Fool Money roundtable discussion with host Chris Hill and analysts Joe Magyer, James Early, and Ron Gross.
Microsoft (NASDAQ: MSFT ) has just scaled back its order of its new tablet/laptop hybrid, the Surface, from 4 million units to 2 million. With the PC market lagging and dragging down several companies in that industry, a lot of investors were hoping to see big things from Microsoft this holiday season with the release of Windows 8 and the Surface. Microsoft has said that sales of Windows 8 licenses are above 40 million, but Ron feels that something isn't quite right here, and that sales of Windows devices have just been too lackluster to really be optimistic about Microsoft yet.
It's been a frustrating path for Microsoft investors, who've watched the company fail to capitalize on the incredible growth in mobile over the past decade. However, with the release of its own tablet, along with the widely anticipated Windows 8 operating system, the company is looking to make a splash in this booming market. In this brand-new premium report on Microsoft, our analyst explains that while the opportunity is huge, the challenges are many. He's also providing regular updates as key events occur, so make sure to claim a copy of this report now by clicking here.