Tag Archives: AAPL

Microsoft Needs New Leadership

June 9, 2010
If there’s one thing obvious about Microsoft’s woes of the past decade, it’s that they all stem from it not creating anything exciting. It’s done all the right things to protect its ossified Windows empire to keep cash flowing from organizations that are themselves too entrenched to consider using anything other than PCs, but it [...]
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Apple’s Growing Market Share

June 5, 2010
Geoffrey wrote in a comment on yesterday’s article: “I’m not a Microsoft fanboy by any means, but I don’t see them disappearing or losing significant maketshare.” I agree that Microsoft isn’t going to disappear, but I think it will begin losing PC market share faster as the tide that’s seen Apple’s growing share among individuals moves [...]
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Microsoft’s Slide Isn’t Surprising

June 4, 2010
It was quite a news item last week when Apple swiped from Microsoft’s head the crown for most valuable technology company. Supporters of Microsoft objected. Supporters of Apple rejoiced. Why was anybody surprised, though? The Bill Gates era of dominating the computer business by taking advantage of a situation that required people to use the only [...]
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Unshort Apple

July 26, 2007
A few weeks ago, I spent time looking at Apple following the release of the new iPhone. I wrote that I thought expectations around the phone were too high, that it would disappoint, and that we might have a chance to short AAPL stock ahead of such disappointment. I made it clear that I was [...]
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Apple, Health Care, and Starbucks

July 20, 2007
It’s been a week since I spent much time discussing the iPhone and Apple, but the comments keep rolling in. Here’s subscriber Rory Sprouse on why the iPhone might have a chance in corporate America: I graduated college back in 2000 and went to work for a software company, one of the products that I worked [...]
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AAPL Momentum and the Mac OS

July 13, 2007
Dave Van Knapp sent in a follow-up to his thoughts on Apple posted last Monday: As you read the many interesting comments people have made about AAPL, you realize they are all projections and conjecture about what might happen, some of them contradictory to others. The only thing we know for sure is that the future [...]
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Apple Is Not AAPL

July 12, 2007
The recent iPhone discussion here has made it clear that it’s possible to love Apple the company and have doubts about AAPL the stock’s current valuation. I put myself in that camp, as I adore Apple’s products and look forward to switching my office from PCs to Macs on my next upgrade cycle now that [...]
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iPhone Disappointment and The View From Research In Motion’s Chairman

July 11, 2007
The battle over prospects for AAPL stock continues, raging now on two fronts: (A) whether Macs are better than PCs and have a shot at gaining market share now that the internet handles so many computing tasks and, (B) whether the iPhone can live up to sales forecasts. Dennis Page of Beverly Hills, Michigan thinks initial [...]
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Will Macs Gain Market Share?

July 10, 2007
This site’s debate about the iPhone has grown to include views on whether now is a good time for the whole Apple company, not just regarding prospects for the new phone, and whether the world will prefer Macs to PCs one day. Charles Jarrell wrote: The problem is, the business world is addicted to Microsoft. Until it [...]
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Will The iPhone Boost All Things Apple?

July 9, 2007
I’m clearly in the minority when it comes to doubting the initial success of the iPhone, as I wrote last Thursday. The rebuttals keep pouring in. Yash Patodia in Seattle wrote: “In your articles about the iPhone and AAPL, you did not talk about the effect that this extravagant, mostly viral, marketing campaign has had on Apple [...]
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