Microsoft Corporation (MSFT) Will Beat Apple (AAPL) Again?

Microsoft Corporation (NASDAQ:MSFT) has been a “friendly” rival to Apple Inc. (AAPL) for most of the last three decades. The two were in a competition in the laptop and desktop arenas for most of the first 10-15 years of their existence, especially in the enterprise realm. While Microsoft Corporation (NASDAQ:MSFT) seems to be taking on some of the same business model that has boosted Apple Inc. (NASDAQ:AAPL) into a dominant brand in mobile devices, Microsoft Corporation (MSFT) did ultimately win the PC and laptop battle after Apple took the lead.

Microsoft Corporation (NASDAQ:MSFT)

Is this happening again? Is Apple Inc. (NASDAQ:AAPL) the hare and Microsoft Corporation (NASDAQ:MSFT) the tortoise when it comes to mobile compuing, where Redmond will end up beating Cupertino in the long run? According to one blogger, the answer is yes, and he’s buying in.

What would motivate him to make such a claim, when Microsoft Corporation (NASDAQ:MSFT) is barely on the radar in mobile – though it is looking to open up some share now that Windows 8 is in the market – and Apple Inc. (AAPL) is at the front of the mobile marketplace with its software and second to Samsung in hardware (though Apple might contest that claim, what with its ongoing patent litigation)? This blogger thinks it has to do with the ecosystem idea.

You see, he thinks that Microsoft Corporation (NASDAQ:MSFT) won the PC war by having an open system where Windows can be used on various computer hardware – meeting the various price points in the market, and be deliberate to make sure it gets its new products “right,” with few investments in major updates. Meanwhile, Apple Inc. (AAPL) has been hard-pressed to be proprietary in its entire system with both hardware and software, and the desire to be cutting-edge on hardware pushes Apple to invest in new devices virtually every year.

But the challenge for Microsoft Corporation (NASDAQ:MSFT) will be to get started in the mobile race. It produced a tablet computer years before the iPad, but it it a few years behind in the market with Windows 8 and the correlated smartphone OS. With Apple Inc. (NASDAQ:AAPL) and Google Inc. (NASDAQ:GOOG) currently dominating the smartphone and tablet space, is here room for Microsoft Corporation (MSFT) to get into the race, never mind be the winner of this marathon? Will investors ┬álike billionaire fund manager Seth Klarman of Baupost Group see this company like this blogger does? Perhaps only time – perhaps years – will tell.

Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

The 10 Largest Pharmaceutical Companies In the World

The 10 Most Expensive Android Apps

The 9 Most Expensive Designer Bags in the World

The 7 Most Expensive Real Estate in the World

The 10 Most Expensive eBay Items Ever Sold

The 10 Most Expensive iPhone Apps

The 9 Most Expensive Designer Shoes in the World

The 10 Most Expensive Cigarette Brands

The 10 Most Expensive Law Schools in the US

The 10 Best Wall Street Movies

The 10 Most Expensive Golf Clubs Ever Sold

The 10 Most Expensive Golf Memberships

The 10 Best Disney Characters Ever Created

The 8 Best Foods for Gaining Weight

The 10 Most Expensive Colleges in the World

The 7 Most Memorable Ad Campaigns of All Time

The 7 Most Expensive High Schools in the World

The 10 Electric Vehicles with the Longest Range

The 10 Cities with the Worst Drivers in the World

The 10 Most Expensive Dresses Ever Created

10 Islands to Visit Before You Die

10 Famous Celebrities Who Needed Rehab

The 15 Countries with the Largest Oil Reserves

The 10 Most Overused Excuses in the World

The 5 Best iOS Apps You Can’t Get on Android

5 Companies Damaged By Social Media Blunders

The 10 Most Legendary Blues Songs

The 10 Most Lawless Places in the World

4 Reasons China is a Threat to the US

The 17 Most Sugary Drinks in the World

The 10 Most Ruthless Rulers in History

The 10 Greatest Generals in History

Top 8 Travel Destinations for 2015

The 10 Safest Dog Breeds for Children

The 10 Most Stolen Vehicles in the US

The 7 Most Expensive Celebrity Weddings

The 10 Best LoL Teams in the World

Top 10 Worst Marketing Campaigns Ever Produced

Top 5 Diets that Help You Lose Weight

The 10 Best Ways to Stay Awake

7 Artists That Switched Musical Genres

The 10 Most Expensive Cities to Live in New Jersey

The 10 Best High Schools in New York

The 10 Countries With the Least Gender Inequality

The 6 Biggest Musician-Manager Feuds

The 10 Countries with the Cheapest Gas Prices

The 7 Most Theatrical Bands of All Time

The 8 Worst Band Breakups of All Time

The 10 Most Important South American Leaders

The 7 Most Successful Casting Show Winners

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!