This should be a bigger news story than it is. Microsoft is about to fail big on hardware. Jeffrey Mincey explains:
Even now, Microsoft’s Surface PC notebook and hybrid tablet sales are falling and have been for more than a year. How long will Microsoft stay in the Windows PC business? 2019.
Says who? Steve Brazier:
The Surface performance is choppy; there are good quarters and bad quarters, overall they are not making money. It doesn’t make sense for them to be in this business… When the capital expenditure challenge that Satya Nadella has taken Microsoft down becomes visible to Wall Street, everyone will ask him ‘Why have you gone to a low margin business?
The only non-low margin PC maker is Apple’s Mac which takes home about half the PC industry’s profits. Profits matter.