Microsoft States the Obvious
"[O]ur Surface devices will compete with products made by our OEM partners, which may affect their commitment to our platform."
Someone give Microsoft a gold star. On page 14 of its latest 10-K filing (its annual report), the company finally admited to something that most of the investment community already knew: It's now competing with its biggest customers. While nvestors realized this within seconds of learning about their new Surface tablet, Microsoft waited a month and a half to fess up to the inherent risk that sort of relationship poses. In the following video, Brenton explains why he thinks there isn't much to worry about for Microsoft shareholders. After all, unless an OEM like Hewlett-Packard or Dell breaks onto the scene with a blockbuster tablet device, Brenton doesn't see many options for these companies, short of shuttering their consumer divisions entirely.
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The article Microsoft States the Obvious originally appeared on Fool.com.Brenton Flynn has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Google, and Microsoft. Motley Fool newsletter services recommend Apple, Google, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.