“Early demand for Microsoft’s first computer, the Surface tablet, seems ‘disappointing,’ said Craig Berger, an analyst at FBR Capital Markets. And computer makers have been hampered in introducing tablets by limits Microsoft imposed on which manufacturers got a crack at prototypes, and by delays in Intel power-management software.”
The big problem for Microsoft is that it has to get tablets right. With tablet sales beginning to eclipse PCs (Apple alone sold more iPads than Dell sold computers last quarter) if Microsoft can’t get a foot in the door, the entire eco-system of Windows/Office/Exchange could fall apart. It won’t happy next year, or the following one, but it will happen if Surface fails.