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Microsoft will ‘crush’ Google, ‘muscle-out’ Apple in smartphone/tablet markets

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1–10 of 23 posts

Re: Microsoft will ‘crush’ Google, ‘muscle-out’ Apple in smartphone/tablet markets

#4
tl;dr Apple is not building any features that MSFT can't copy, because Google gives it away for free it must be a toy to them.

Sounds more to me like an analyst who either a.) bought a lot of MSFT shares or shorted Google/Apple, or b.) works for a company that bought a lot of MSFT shares or shorted Google/Apple. His 'criticisms' of both are specious at best. To rebut his claims about Apple: "no one ever got fired for buying IBM". And as for Google, RedHat has a $1b a year business case for free software.

This guy doesn't understand mobile at all. It's sad if he's able to move the markets with his comments.

Re: Microsoft will ‘crush’ Google, ‘muscle-out’ Apple in smartphone/tablet markets

#5
So a man with - quite literally - a vested interest in Microsoft is... boosting Microsoft? Film at 11.

I would have enjoyed reading a more detailed presentation of Charles Sizemore's analysis of the strengths and weaknesses of the three companies he discusses; this soundbite-y stuff is a bit weak and unsatisfying. Why, for example, is end-to-end control of the platform worse than only owning a bit of it? Why is advertising unsustainable as a business model? There isn't enough here to agree or disagree with, it's just an opinion by someone who's (probably unfairly) made to sound like another ex-frat boy with an MBA and a limited supply of non-sporting metaphors.

Re: Microsoft will ‘crush’ Google, ‘muscle-out’ Apple in smartphone/tablet markets

#8
post #4

tl;dr Apple is not building any features that MSFT can't copy, because Google gives it away for free it must be a toy to them. Sounds more to me like an analyst who either a.) bought a lot of MSFT shares or shorted Google/Apple, or b.) works for a company that bought a lot of MSFT shares or shorted Google/Apple. His 'criticisms' of both are specious at best. To rebut his claims about Apple: "no one ever got fired for…

If you look at the words on the linked page, the "analysis" is from Charles Sizemore of Sizemore Capital, and Sizemore Capital "holds a long position in Microsoft".

Re: Microsoft will ‘crush’ Google, ‘muscle-out’ Apple in smartphone/tablet markets

#9
post #5

So a man with - quite literally - a vested interest in Microsoft is... boosting Microsoft? Film at 11. I would have enjoyed reading a more detailed presentation of Charles Sizemore's analysis of the strengths and weaknesses of the three companies he discusses; this soundbite-y stuff is a bit weak and unsatisfying. Why, for example, is end-to-end control of the platform worse than only owning a bit of it? Why is adver…

And the depressing thing that these soundbites already say that he didn't (want to) explain more.
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