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UBS Managing Director Brent Thill and Enderle Group’s Rob Enderle on Microsoft’s new tablet computer.
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Microsoft of course is hoping to take -- will white at apple the company known for -- software given the world to peak today.
At a very fancy piece of hardware that it hopes is gonna rival Apple's iPad.
So this is the video that they released and it's all very stylized.
A dramatic.
That thing on your screen it's called the surface and it has a few things the iPad -- not like to -- board and then a built in kick stamped.
I don't know about the water droplets of what that all means but let's bring in tech analyst rob -- -- who says -- should be very worried about what you just saw.
UBS managing director Brent -- says he's not giving up his three ipads any -- I'm Sam.
Yep -- to -- -- -- -- household but I am not a totally enamored with apple would jump to Microsoft as this thing had a good working keyboard.
But say why you feel that apple doesn't need to be worried I saw some pigs in -- that -- very interesting the colors.
The -- stand that to me would tell apple -- he didn't think -- that did you.
Yeah I mean look Microsoft's.
We're not ruling out but I think it's a tough fight at the end of the year.
Apple have -- install base over a hundred million ipads.
As you mentioned your family might -- my a lot of families already have these the content that's flowing through the seamless experience.
So I think Microsoft in many ways and you see this device has a great opportunity to target the enterprise and I think that's where they can make a big dent.
Around corporate compliance a lot of our clients -- these ipads are taking notes and I think it's just an easier way.
When you look at what Microsoft's.
-- -- -- sit.
-- how these applications running in the business for a long on these devices apple still hasn't gotten that yet so there's a big opportunity but on the consumer world.
I still not proving given the lack of applications.
On the Microsoft ecosystem so I think that's going to be the big.
The big thing that's our going to be watching to see how successful this is I think they have a chance -- but I I'm not I'm not shaken -- -- apple right now.
By the way rob.
Two of the three factors that that this new Microsoft -- tablet has that I -- doesn't.
I would just mention the keyboard which sounds pretty cool and the fact that it has more business applications in the iPad does but the verdict is that the screen.
Can actually read you can put a piece of paper right up to the screen including a business card -- whatever and it will read that and translate it into digits I think that's pretty cool.
Like in no other product has this -- minutes is a technology that was developed by Microsoft for the original surface product and -- in the bars hotels.
And not only allows it to read things that allows you to put things on the screen and haven't recognized those things so you -- -- board games that or virtual.
Play across.
Play the the other world and actually use physical -- pieces.
And it would see what those pieces are -- would would interact with and you mentioned business -- -- -- pictures.
It's also far more accurate than the tech technology that that Apple's using -- -- creation for drawing.
For editing for that that cut the creative side of the house in fact this tablets big advantages it's designed for creators.
While the iPad is primarily targeted.
At consumers so it's it's kinda like being able the differences is a person has had only one arms suddenly discovering they've got another one.
And provides a heck of an opportunity to -- went to the iPad and say it's kind of crippled in comparison and we talked about the business applications revenues has two forms.
One of them has the full set of windows applications behind it so.
There 300 million PCs and places plays off that ecosystem not that nine B.
Some odds of money and tablets that are that are sold -- the -- -- -- -- huge number of advantages here in terms of volume and placement.
Things that can't argue about us because we don't know Brent and that is price of -- that they did not come out when he was the first thing my kids asked how much is that because they sought on.
Good Morning America this morning that video that we've been showing him.
And and you know anywhere from 700 to a thousand bucks is that going to be prohibitive when it comes to that kind of tablet apple is just a little bit less expensive dependent on how much.
-- -- We don't know the price that we know that they're gonna be competitive look I mean Apple's got reverse market mover advantage some Microsoft can't go up there and price.
Above the iPad in my opinion I think they've got a price.
Very competitive against the ipads this is going to be the primary competitor -- The market's looking for a number two in tablets that got a big opportunity the markets drawing.
At a at a very quick -- one of the fastest growing did device platforms out there are so you know they've got a big opportunity and I I don't I don't think they're gonna under prices.
But I don't think you're gonna see a price point that's can -- be prohibitive.
Does that will just push people on the vine and -- book.
And I -- rob I mean this is largely out might my challenges it is an enterprise worker.
I can't really create content of my how to think there's a big opportunity here for Microsoft.
You know I know rob wants to jump in for one war because he thinks pricing may actually work out and -- very but we've run out of time guys we thank you so much for coming -- Robin early and Brent Phil thanks a million -- -- --
