Switched On: The smartwatch Microsoft needed yesterday

Each week Ross Rubin contributes Switched On, a column about consumer technology.

The announcement of Steve Ballmer's impending retirement from Microsoft cast a spotlight on the company's transition to becoming a devices and services company. While it's unclear how progress toward this goal will be measured, the success model for the "devices" part of its quest is Apple. (Indeed, Apple, leading with iCloud, is seeking to diversify into more of a "devices and services" company itself.)

Apple's current revenue champions -- the iPhone and iPad -- are in categories that Microsoft recognized the potential of long before Apple's market entry. When the US smartphone market consisted of Microsoft, Palm and RIM, Windows Mobile had been powering smartphones -- and doing respectably in terms of US market share -- for years before Apple changed the game. Now, Windows Phone scrapes by with a few percentage points of the market. And the Tablet PCs that ran Windows a decade ago were introduced as the future of the notebook. While today's Windows tablets and convertibles are much thinner and lighter than they were back then, it's amazing to see how recalcitrant PC vendors have been in their design, with few pursuing pure slates and some using twist-hinges similar to those used in Tablet PCs.

Filed under: Cellphones, Tablets, Wearables, Internet, Apple, Microsoft

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