John Paczkowski

Recent Posts by John Paczkowski

Microsoft’s Gates: iPad Users Really Just Want a Surface

Gates_tabletApple has sold some 140 million iPads to date — most of them to consumers frustrated by their lack of physical keyboards and full-featured productivity suites.

This according to Microsoft Chairman Bill Gates, who, in a wide-ranging interview with CNBC, claimed that current tablets suffer from a lack of PC features — features that Microsoft is delivering to them with Surface and Windows 8.

“With Windows 8, Microsoft is trying to gain share in what has been dominated by the iPad-type device,” Gates said. “A lot of those users are frustrated. They can’t type. They can’t create documents. They don’t have Office there. So we are providing them something with the benefits they have seen that have made that a big category, without giving up what they expect in a PC.”

That’s the theory, anyway — though an unproven one at best. According to the latest data from research firm IDC, Microsoft shipped about 900,000 Surface RT and Surface Pro tablets in the first quarter of the year — enough to claim a 1.8 percent share of the tablet market. So if with Surface and Windows 8 Microsoft is finally giving consumers the tablet they really want, consumers haven’t yet realized it. Which is odd, because Microsoft is marketing them with a campaign estimated to cost about $1.5 billion.

You’d think that if a signficant portion of the tablet market really does want the more chimeric device Gates describes, Surface would be doing quite a bit better at market than it is currently. But it’s not. Not yet, anyway.

Perhaps that’s because consumer expectations for what a tablet is and should be have been set by the iPad, and Microsoft needs to change them — not an easy thing to do. Or perhaps it’s because Microsoft has misjudged the tablet market by viewing it through that aging, dusty PC-as-Alpha-and-Omega lens of which it’s so fond.

Gates’s remarks begin at about 7:20 in the video below:



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I think the NSA has a job to do and we need the NSA. But as (physicist) Robert Oppenheimer said, “When you see something that is technically sweet, you go ahead and do it and argue about what to do about it only after you’ve had your technical success. That is the way it was with the atomic bomb.”

— Phil Zimmerman, PGP inventor and Silent Circle co-founder, in an interview with Om Malik