greenmedic88 said:
I'm thinking you don't really believe that and just said it for the sake of argument. The reason why Apple's been selling so many tablets and smartphones is because like it or not, they are the future. The desktop PC will likely always have a niche market for everything from workstation productivity apps, scientific applications, computational heavy work loads, etc. but the days when the average user needed to use a desktop PC to do e-mail, look up something on the internet, process digital photos, manage musical or video files, word process, spreadsheets, etc. etc. etc. is long over. Laptops replaced desktops for the average user as they advanced in power, ultrabooks have become the rapid growth segment within the laptop business and currently, tablets are fast becoming the most used computing devices among people who own them. Realize that most people who remain tethered to desktop PCs are those who need them (a shrinking market), even if it's for something as mundane as playing video games on three displays. Hundreds of millions of people just use consoles for games making PC gaming an issue of preference, not necessity. And if you agree with all that and believe that "all sectors MS touches" instantly becomes theirs simply because they're Microsoft, realize that they have not been able to make even a dent in the smartphone market with Windows 7 Mobile and that you are essentially hedging your bets that Windows 8 will become the default mobile platform over Android and iOS by merit of being related to the OS running on most laptops and desktops. And if you were just talking about MS in terms of size of company, it's common knowledge that Apple, not Microsoft is the larger company in terms of market capitalization. Below numbers in billions US $
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first stock market value has nothing to do with the size and strength of a company it is merely a representation of what the mass of investors think the company should sell for.... MS has been up there for 3 decades almost.. it's no surprise that 70% of the MS investors are the like of goldman and sachs jp morgan etc... with a p/e at 11 and a track record of being relatively stable msft is to software and electronic market what cocacola is to the soda one.... apple is at best a trend to cash on for short term investment right now... and seriously overstated at that... bottom line even if today it might be more interesting to put money on apple the risk is higher on long term investment than with MS
now about the bold part.... you do realize that the consumer market is peanuts compare to those sectors..... close to a billion computer in service today run on an MS OS.... more than 100 million of pc running windows are sold every year... they still control 80% of the OS market.... 50% of the server market.... for exemple it took less than 18 months for win7 to take over OS X total install base...
to that they have military contracts, they have public sector /gsa contracts, automobile industry contracts etc etc that apple is not gonna touch for decades.... so yes i'll say it again ipad iphone and even mbp or air consumer market is peanuts compare to what MS is covering.... and you'll never replace a fully fledged pc with a ipad at least not in its current form.... we'll see in 10 15 years until then ms has a lot if sunny days in front of them....
