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    Microsoft gambles on new Windows

    Design aims at tablets, but PC users may be lost

    Little about the new Windows operating system will look familiar to those who have used older versions.
    Stuart Isett/New York Times
    Little about the new Windows operating system will look familiar to those who have used older versions.

    Over the years, Keith McCarthy has become used to a certain way of doing things on his personal computers, which, like most others on the planet, have long run on Microsoft’s Windows software.

    But last week, when he got his hands on a laptop running the newest version of Windows for the first time, McCarthy was flummoxed.

    Many of the familiar PC signposts are gone in Microsoft’s new software, Windows 8, like the Start button for getting to programs and the drop-down menus that list their functions.


    It took McCarthy several minutes just to figure out how to compose an e-mail in Windows 8, which has a stripped-down look and on-screen buttons that at times resemble the runic assembly instructions for Ikea furniture.

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    ‘‘It made me feel like the biggest amateur computer user ever,’’ said McCarthy, 59, a copywriter in New York.

    Windows, which has more than 1 billion users around the world, is getting a radical makeover, a rare move for a product with such vast reach. The new design is likely to cause some head-scratching for those who buy the latest machines when Windows 8 goes on sale Friday.

    To Microsoft and early fans of Windows 8, the software is a fresh, bold reinvention of the operating system for an era of touch-screen devices like the iPad, which are reshaping computing. Microsoft needs the software to succeed so it can restore some of its fading relevance after years of watching the likes of Apple and Google outflank it in the mobile market.

    To its detractors, though, Windows 8 is a renovation gone wrong, one that will needlessly force people to relearn how they use a device every bit as common as a microwave oven.


    ‘‘I don’t think any user was asking for that,’’ said John Ludwig, a former Microsoft executive who worked on Windows and is now a venture capitalist in the Seattle area. ‘‘They just want the current user interface, but better.’’

    Ludwig said Microsoft’s strategy was risky, but it had to do something to improve its chances in the mobile business: ‘‘Doing nothing was a strategy that was sure to fail.’’

    Little about the new Windows will look familiar to those who have used older versions. The Start screen, a kind of main menu, is dominated by a colorful grid of rectangles and squares that users can tap with a finger or click with a mouse to start applications. Many of these live tiles constantly flicker with new information piped in from the Internet, like news headlines, e-mail subject lines, and Facebook photos.

    What is harder to find are many of the conventions that have been a part of PCs since most people began using them, like the strip of icons at the bottom of the screen for jumping between applications. The mail and calendar programs are starkly minimalist. It is as if an automaker hid the speedometer, turn signals, and gear shift in its cars, and told drivers to tap their dashboards to reveal those functions. There is a more conventional ‘‘desktop’’ mode for running Microsoft Office and older programs, though there is no way to permanently switch to it.

    Microsoft knew in 2009 that it wanted to shake up Windows. It held focus groups and showed prototypes of the tile interface and its live updates.


    “We would get this delightful reaction of people who would say, ‘This is so great, and it has Office too,’ ’’ said Jensen Harris, Microsoft’s director of program management for the Windows user experience.

    As work on Windows 8 proceeded, the company let the wider public test it. Sixteen million people have been using early versions, providing feedback either automatically or in discussion forums.

    The boldness of the changes has delighted some early users, who say they believe that for the first time, the company is taking greater creative risks than its celebrated rival, Apple.

    Younger users may be more likely to embrace the new approach. Joanna Lin, 23, who works in sales and marketing for a hotel chain in New York, said she was impressed with the software. ‘‘The feeling was very fluid,’’ said Lin, who was the most enthusiastic of five people that The New York Times asked to briefly try Windows 8 last week. ‘‘Definitely a step up from Windows 7.’’

    But the product is a major gamble for Microsoft, a company whose clout in the technology industry has been waning. The PC business, which generates much of Microsoft’s revenue, is in a severe slump as newer products like smartphones and tablets take more dollars from peoples’ wallets.

    To help it gain traction in the mobile market, Microsoft made Windows 8 a one-size-fits-all operating system for touch-screen tablets, conventional computers with keyboards and mice, and newer devices that combine elements of both. (Confusingly, Microsoft is also introducing a separate but similar operating system, Windows RT, that cannot run older programs.) The company’s latest software for phones has the same tile-based aesthetic.

    Apple took the opposite approach with the Mac and mobile devices like the iPad, which have distinct interfaces, albeit with some shared underlying technologies. Timothy D. Cook, Apple’s chief executive, has been dismissive of Microsoft’s strategy. ‘‘You can converge a toaster and refrigerator, but these things are probably not going to be pleasing to the user,’’ he said this year.

    Jakob Nielsen, a user interface expert at the Nielsen Norman Group, conducted tests with four people who used a traditional computer running Windows 8 and found that they had ‘‘a lot of struggles’’ with the new design. Nielsen said the users appeared to become especially confused when shifting back and forth between the modern Windows 8 mode and the desktop mode.

    Nielsen said that Windows 8 was more suitable for tablet computers with their smaller touch-sensing displays, but that it was not helpful for workers who need to have lots of applications visible at once, sometimes on multiple screens.

    ‘‘I just think when it comes to the traditional customer base, the office computer user, they’re essentially being thrown under the bus,’’ Nielsen said. ‘‘It’s not very suitable for any situation where you have to manage complex data.’’

    Microsoft disputes this idea. Harris said most test users did not have trouble juggling the two modes — and regardless, workers were more likely to operate in desktop mode if they wanted to see many applications simultaneously. He said that even people who did not use the software’s new interface much would enjoy the way it sped up their computers.

    Harris said Windows 8 was the biggest change the company had made to its operating system since Windows 95. But that software was designed in the pre-Web era, he said, and Microsoft needed to modernize Windows for the way people use computers today.

    Microsoft is convinced that most people will quickly become accustomed to Windows 8. But to help ease the transition, the software offers tutorials when it is first started up. And Microsoft is spending more than $500 million on a marketing campaign that is partly intended to familiarize people with the new design.