RE: desktops are doomed

Don't forget all this mobile devices are consumerist in nature - someone
will somehow still have to create the content for them to consume. Desktop
sales are in decline as most people realize they can survive with a tablet
and a phone. In my opinion Microsoft is trying to leverage both worlds by
making this hybrid system where "a desktop" is a professional environment
you can enter if you wish so, but "metro" is the frontend - something most
users will be spending their time in. For the record, I do not think they
are even close to making it all work right now. They have invaded
power-user's/enterprise's space heavily and sacrificed it in an effort to
appeal to the market they desperately need a foot in. Than again, PC's have
been skipping every other version of windows forever now so how is this
anything new?

And Gene, I agree he shouldn't be talking down to onyone based on what OS
they are using... but Apple's dominance is in mobile world (in other words,
iOS) and that's where their value comes from. Microsoft still owns the
largest chunk of desktop market so, technically, he is offending only a
small percentage of "just about everyone".


-Kiril


On Tue, Aug 21, 2012 at 7:26 PM, Nicolas Burtnyk <nico...@redshift3d.com>wrote:

> As you know there is no link between the valuation on the gambling
>> market that is the stock market, and the actual results of a company.
>> Microsoft has sold more than 650 million licenses of Windows 7 in
>> three years, but the stock is cheap because it doesn't attract
>> gamblers.
>
>
> Actually Apple and Microsoft have almost identical PE ratios so their
> stock price vs. actual company performance (earnings) is almost identical.
>
>
>
> On Tue, Aug 21, 2012 at 10:18 AM, Luc-Eric Rousseau 
> <luceri...@gmail.com>wrote:
>
>> On Tue, Aug 21, 2012 at 12:56 PM, Gene Crucean
>> <emailgeneonthel...@gmail.com> wrote:
>> >> "They're mac users after all."
>> >
>> >
>> > You know you are talking down to just about everybody these days right?
>> > Apple was just reported as the worlds most valuable company.
>> >
>> http://www.usatoday.com/money/industries/technology/story/2012-08-20/apple-most-valuable-company/57161260/1
>> > (check the dates on that too. MS hasn't been at that valuation since
>> > 1999!!!)
>>
>> As you know there is no link between the valuation on the gambling
>> market that is the stock market, and the actual results of a company.
>> Microsoft has sold more than 650 million licenses of Windows 7 in
>> three years, but the stock is cheap because it doesn't attract
>> gamblers.
>>
>> But if we want to play that game, adjusted for inflation MS was at
>> $853.7 billion in 1999.  that number doesn't compare to apple's
>> $623.5 billion valuation today,  it went much higher. And
>> meaninglessly so, because that's just a measure how much traders think
>> other traders will buy the stock for.
>>
>>
>> http://www.forbes.com/sites/stevedenning/2011/11/28/maximizing-shareholder-value-the-dumbest-idea-in-the-world/
>>
>
>

Reply via email to