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Microsoft vs. the Cloud

"Microsoft just came in and picked up the desktop piece despite what some bad European Union and U.S. Department of Justice politics-based legal findings say."

Huh? The biggest monopolistic move in the last 20 years and this is your comment?

And they're still paying for their brutal anti-competitive moves.

MSFT is a shell game, collecting on a hand-cuffed stream of income that their 'partners' are trying to escape from.
Dec 02 10:37 am |Rating: 0 0 |Link to Comment |View article
Opening up: Has Microsoft Saved Itself or Shot Itself in the Foot?

Dana,

Is this still operative for you? (See SDK announcements made after this post of yours.)

"Apple remains an elitist playground with a nice music business."
Mar 07 05:56 am |Rating: 0 0 |Link to Comment |View article
Google, Apple, Research in Motion and Amazon: Are "The Four Horsemen" Overvalued?

Toro,

What happens to aapl's earnings if the iPhone rollout exceeds the iPod juggernaut? Your consensus estimates for 08 and 10 do not include the growing understanding that aapl will ship 40+ million iPhones in 2009 with 60+ mil to follow in 2010!

And with each iPhone subscriber, we have new estimates that PROFIT per subscriber will be near $216/yr!

I adjust your projected earnings growth numbers to:

2008 - $4.73 ===> 6.00
2010 - $7.46 ===> 12.00

Although the iPhone may not prove the juggernaut some think it will be, the impact on the bottom line is incredible, yes?

The prudent investor would run the numbers under two scenarios: juggernaut vs "also ran" AND then watch iPhone developments VERY closely.
Nov 02 10:41 am |Rating: 0 0 |Link to Comment |View article

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