| Thursday, May 27, 2010 |
07:30 - Is it 2012 already?
http://money.cnn.com/2010/05/26/technology/apple_microsoft/index.htm?hpt=C1
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Surely the End Times are upon us. Apple with a bigger market sharecap than Microsoft? Who in 1998 saw that coming?
"What this really means is that Wall Street has more confidence in Apple's growth prospects than it does in Microsoft's growth prospects," said Matt Rosoff, lead analyst at Directions on Microsoft, an independent firm.
"Apple is showing high growth, with the launch of its iPad and its new iPhone coming out, and while Windows is a great competitor versus the Mac, Microsoft just hasn't come up with new areas of growth."
This made me realize that compared to areas like the iPad/iPhone, stuff like Mac OS X—and even the iPod—is sooo last-decade. It almost makes me think the unthinkable: placing the word stagnant in the same sentence as Mac OS X.
But that's what Apple's done. They gave the Mac ten years of undivided attention, and now it's been shuffled off to the second-fiddle role behind stuff nobody expected out of them, but by which they're now defined. Meanwhile Microsoft is still selling the same widgets they were selling in 1990.
Not for lack of trying, surely. But I guess some companies just are that different.
Gruber links incredulously to this:
Trip Chowdhry, an analyst with tiny Global Equities Research, contends that 7 minutes of the June 7 keynote by Apple CEO Steve Jobs has been blocked off for a presentation by Microsoft to talk about Visual Studio 2010, the company’s suite of development tools. Chowdhry says the new version of VS will allow developers to write native applications for the iPhone, iPad and Mac OS. And here’s the kicker: he thinks Microsoft’s presentation could be given by none other than Microsoft CEO Steve Ballmer.
All it needs is for someone to project a close-up of Jobs' smirking face on the giant screen behind Ballmer as he's talking.
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Brian Tiemann
