Where Is the Money in This Technology Revolution? Apple Inc. (AAPL), Google Inc (GOOG)

Winners and Losers

Apple Inc. (NASDAQ:AAPL) and Google Inc (NASDAQ:GOOG) are the biggest beneficiaries of rising handheld demand. Microsoft has not impressed with its sales figures for Surface RT but the pro would be an entirely different story. The premium Windows 8 tablet would hit stores this month and in my opinion would easily outshine Surface RT sales. It will be competing with not only iPad and Nexus, but also with dozens of cheap generics available in the market. The following two factors make me believe that it is too soon to write off Windows 8:

I. Ultrabooks are available at very high price points, which reduce their attractiveness to commercial users. The reduction in the prices will increase demand and greatly benefit Windows 8 sales. This will also improve Microsoft’s valuation due an increased inflow of licensing revenues.

II. The Windows 8 has been developed for a touch based operating system, which makes it useless on regular PCs. The product has not been able to create a buzz because a very small portion of the consumer base has used it on touch devices. As these devices are upgraded to hardware that supports full usability of Windows 8, it will start to gain traction.

The article Where Is the Money in This Technology Revolution? originally appeared on Fool.com and is written by Mohsin Saeed.

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