U.S. stocks review: Microsoft may take over HP pc

Introduction: MarketWatch columnist Devorac (John C. Dvorak) wrote that if Microsoft buys HP's PC business, it is a good choice to launch its own brand-name machine.　　But while this possibility is in line with Microsoft's recent approach to building a storefront network, it is at odds with their emphasis on licensing software. The following is the full text of Devorac's comments: I can't Mishi, so I must first admit that a reader named Vatel Tony Vitale has made this unique suggestion that Microsoft should buy HP's PC business because "from Microsoft's standpoint, this will give them a chance　　To build quality PCs that highlight their system's superiority and sell them in their own stores.　　From a number of strategic points of view, this is indeed an interesting suggestion, because it will make Microsoft (MSFT) in a strange and interesting, but very paradoxical position. First, the more plausible development seems to be that Hewlett-Packard (HPQ) has turned its PC business over to Dell, leaving behind an American powerhouse.　　Dell has a solid position in China, and it should be a good idea to have Dell (Michael Dell) dominate nearly 20 billion dollars in the PC market.　　The problem is that Dell apparently does not have a cold on HP's channel because he has publicly criticized and even ridiculed HP's decision. Let's go back to Microsoft: They're laying out their store networks. They see the AAPL of Apple, they must know that the world has changed. As people go to Amazon more and more, to ebay or Apple stores, the rest of the computer shop looks redundant.　　Apple's storefront is very fashionable, full of consumers, so that the company made a lot of money. Microsoft, of course, can open a shop, but what do they sell? Microsoft word software? Windows 7 phone? Apple has a vertically integrated product chain, from media players to phones to laptops to desktop workstations with huge monitors. Raymond, by contrast, can say nothing.　　Perhaps only the Xbox 360, their Zune MP3 player has given up. If Microsoft can get HP's team, they can easily produce a lot of new and hot brand computers.　　HP's tablet can use the Windows 8 operating system, while the webOS platform does other things. However, the whole idea has a fundamental problem, that is, with Microsoft's efforts to the contrary-the main direction of Microsoft is to point to highly profitable licensing products, mainly software.　　From this perspective, there is no point in building a storefront. If Microsoft launches its own brand system, it can lead to a classic channel conflict: competing with its customers. For example, will Dale look at thisIs it a competitive threat to yourself and therefore to embrace the Linux system?　　Maybe Dale won't do it right away. After all, Dell now has to compete with Lenovo and Acer, who did not have the exclusive authority of Microsoft.　　So even if Steve Ballmer and his company are really marketing brands, what can Dell do if the competition is fair? Of course, friction is inevitable.　　The question then is, how long does it take Microsoft to make the most of the competitive advantage that they don't have to pay 40 of dollars per machine because of Windows software? How long does it take Microsoft to wipe out all the competition in front of Apple?　　Apple's success model has once and for all proved itself. Where does Microsoft go with its storefront? I have no clear vision of this.　　However, I can at least say that it seems that the company is not ready to enter the hardware market and sales of its own brand machine. Interesting to say, I have predicted in the past that Raymond might do something like the second Age of tablet computing ten years ago. I was willing to buy a computer with a Microsoft logo on it. The company does now produce a "computer" called the Xbox 360, so nothing can be said to be entirely impossible.　　Who dares to say that this is not a pedal to enter the hardware game? I can imagine that with the right design team, Microsoft can also become fashionable and hot. At the very least, it will make them the focus of attention again. Only God knows how they can get to that position. (Yuxiang) This article for the translator authorized Sina Finance exclusive use, any media cannot reprint without authorization. If you need authorization must be through Sina Finance and the author of the contact and obtain written approval. If reproduced in this article, the Translator reserves the right to prosecute, until the legal responsibility of the person who reprinted.