John Paczkowski, writing for AllThingsD:
Detwiler Fenton, a Boston-based brokerage firm, said in a research note today that Microsoft is likely to sell just 500,000 to 600,000 Surface RTs in the December quarter, far below its previous expectation of one million to two million. The reason: Microsoft’s tablet strategy is in “disarray.”
Right. The reason the Surface is selling badly is because Microsoft’s strategy is poor. Exactly. Duh. No other explanation.
(Regarding the idea that if only the Surface had a better distribution network it would be selling much better: I’d be willing to bet that if you were to put a functioning Surface next to every functioning iPad currently on display, and customers were forced to consciously choose one over the other, they’d choose the iPad more than 85 percent of the time. The problem has nothing to do with distribution.)