Investing haikus: pearls of wisdom originally appeared on BloggingStocks on Fri, 01 Feb 2008 18:09:00 EST. Please see our terms for use of feeds.

The Ultra-Mobile PC is so ... last week. Microsoft is heading even slimmer (and, more importantly: cheaper) with plans for a tiny computer code-named the Haiku -- about the size of a paperback book.

The Ultra-Mobile started out with the code name Origami (does Origami sound bigger than a Haiku to you? What a strange mix of Japanese metaphors) and, when it was finally released, many industry watchers thought the Haiku was history. Robert Scoble made a point of complaining about the $1000+ pricetag.

With a price of $500-$700, the Haiku eerily fits right in to Scoble's strategy (either he's just smart about these things, or someone in Microsoft is paying keen attention to his criticisms). Via Technologies will provide assistance on the project and it should be available in the next few years. The question is: where does the useful vs. cool tradeoff take place? Is it a pricepoint ($500 seemed to be Scoble's argument, where coolness could outweigh utility), or a functionality? Does it require billions of dollars of customer education, or will the market eventually catch up to the technology? Investors seem to be saying no, as Microsoft's stock goes ever-lower. I think the cool factor -- at MSFT's current bargain-basement price -- is worth betting on.

[Photo Francis]

Haiku PC: Microsoft's take on tiny originally appeared on BloggingStocks on Thu, 08 Jun 2006 14:08:00 EST. Please see our terms for use of feeds.