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disolitude on 31 January 2013
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Soleron said:
disolitude said:

If microsoft sold 2 million tablets last quarter through all OEMs which is likely if not too low (Oct 26 - Dec 31 cause Win 8 launched late) that is 0 - 2 million growth for Microsofts ecosystem.

Sounds pretty good if you ask me.

You can't just assume another 1.1m like that. I doubt tablets other than the Surface sold at all. The major OEMs were extremely not on board with making or promoting them due to the $100 undercutting.

Do you think Surface will have legs? There is no hype or awareness any more compared to Q4. There is more availability, but it would have to overtake at least one of the top four to be considered improved, and I see no compelling reason that it should.

Why wouldn't I be able to assume all other OEM's have doubled microsoft sales?

Look at all the tablets users can buy at best buy in Canada - http://www.bestbuy.ca/en-CA/category/windows-8-tablets/31040.aspx?path=b9391d439de4616a2eb60e2567176d38en01

This doesn't even include the HP, Dell and Lenovo offerings which I can get through their sites. I know a lot of people who bought the Asus VivoRT for example when it went on sale for 399 with free dock.

In terms of other OEM's, Acer has been bitching about windows 8 saying its not growing the market... but Asus, Lenovo, HP and Dell have all said good things about touch screen device penetration and have advertised Windows 8 all over Toronto Canada. I can show you the main subway intersection in toronto as it's plastered with Asus Windows 8 touch screen ads.

 As far as Surface sales sustainability, it will not do gangbuster numbers. Microsoft isn't positioning it to sell below OEMs and to less more than a million per quarter. If they sold it for 399 with a keyboard we would see where the sales would be... But they want. It's an awareness device that is very much a 1.0 product. Once surface 2.0 and 3.0 come out, we will see what microsoft wants to do with it and if they decide to go after that market agressively.