Do not believe reports that Microsoft plans to close its range of surface materials in 2019. It's just speculation and wishful thinking.
I want to be very clear. There is nothing in these reports that claims confidential information is that Microsoft is planning such a move. Literally, what we have here is rather a unique market researcher looking at how he believes that Satya Nadella will act. And a few representatives of PC makers that have been clearly burned that Microsoft has nowhere to compete and show them how to build attractive PCs.
Of course, it's Microsoft and everything can happen. But these relationships, the things people are doing today, are only manufacturing.
So, breathe. Relax. And look at the reports.
According to the always reliable registry, the Canalys chief executive, a market research team, whom I never referred to, said that Microsoft would release Surface product setup, as it is a "software man, a cloud man computer ". He also highlighted the disappearance of the smartphone as confirming evidence.
"The display of the surface is encouraged," he said. "There are good neighborhoods and disadvantaged neighborhoods. In general, they do not make money, they do not make sense in this business." When the capital expenditure is challenging to remove Satya Nadella from Microsoft, it will be visible on Wall Street, everyone will ask him, "Why did you go to a low margin?" [Microsoft will have a lot of cost to do, he said, and] The surface will be the first target. "
To be clear, it's just an opinion. We all have. What happened?
The Registry also noted the following statement by Lenovo's corporate president, Gianfranco Lanci, of the same event.
"Microsoft makes a lot of money on the cloud, makes a lot of money on Windows and Office, but loses a lot of money on devices," he said. "And honestly, it's hard to see why they have to lose money. For them, it's a very hard practice to run hardware products, so be careful about every detail as the margin is so thin."
So, this is also an opinion, and this time from a representative of a company that is both a competitor and a partner with Microsoft.
The thing is, are Microsoft's hardware initiatives really so expensive? Telephone was just because it owned all the factories, manufacturing facilities and employees, and their expensive European benefit packages, which came with Nokia's acquisition. With the surface, Microsoft does not have any of the problems, or the cost. This argument seems special to me. Worse, actually. It looks like desirable thinking of a competitor in the premium computer space.
