Lenovo’s Thinkpad 2 To Push Windows 8

Lenovo is everything that a company like Acer is not.  Earlier in the week Acer’s CEO came out and complained that Microsoft’s (NASDAQ:MSFT) tablet, Surface, was awful and that it was bad for their business and for the business of all of their OEM’s.  A few days later Lenovo, a company dead set on moving up and down the value chain to capture significant market share while up scaling their brand, hits the news wire with the ThinkPad 2 which is a serious throw-down not only to their competitors but to Microsoft’s Surface as well.

This tablet will be ready by the time Windows 8 ships on October 26th running on the x86 Intel (NASDAQ:INTC) SoC and shipping Windows 8 Pro, i.e. the full Windows 8, not Windows RT (or Windows on ARM).  They are going to price within $100 of the iPad and go right after Apple (NASDAQ:AAPL) with something designed for the business environment.

What I think is brilliant about this is that Lenovo saw the challenge that Microsoft put to its OEM’s and and are attempting to rise to it.  They know they have a huge manufacturing advantage over any company that Microsoft can throw at the Surface Pro and get to market months before they do, producing a ton more of the things than the boys from Redmond can.   This also upstages Dell (NASDAQ:DELL) who has been widely thought to be the ones to bring the first x86 Windows 8 tablet to market.

And the guy with the biggest smile on his face should be Steve Ballmer, as this is exactly the response I’m sure he was hoping for from his OEM’s.  By announcing Surface and making it frankly a desirable looking product, creating buzz for Windows 8, they also quickly put their OEM’s on notice that if they put out the same unwanted garbage that they did for Google’s (NASDAQ:GOOG) Android that Microsoft would come in and bury them.  Windows 8 and the move to their mobile ecosystem is the fulcrum on which Microsoft’s entire future depends and Surface showed them to be serious to not let the future of their company reside with a bunch of lazy and uninspired box assemblers in Taiwan.


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Tom Luongo

About Tom Luongo

Tom Luongo is a professional chemist and self-taught economist who has been following and trading stocks for nearly 12 years. He has no formal ties to the financial industry and considers that an asset in his analysis of the interplay between monetary policy and capital markets.

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