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To: antiRepublicrat
The biggest one: Microsoft's consumer profits are almost exclusively tied to the desktop, while the future is in mobile computing. It's already happening, with notebook sales eclipsing desktops, and now people are realizing phones and tablets can do the job too.

Notebooks - Microsoft AGAIN owns that market. And that market is growing at 24% annually. I linked to it earlier.

Apple has been concentrating on mobile computing for years, so much that they even delayed OS X Leopard to concentrate on iOS for the iPhone. Apple has a vision on how to make money in the mobile world, and it's working.

Unless you mean losing marketshare, and having lower profit margins is "the plan"...;)

223 posted on 09/16/2010 1:33:05 PM PDT by PugetSoundSoldier (Indignation over the Sting of Truth is the defense of the indefensible)
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To: PugetSoundSoldier
Notebooks - Microsoft AGAIN owns that market. And that market is growing at 24% annually. I linked to it earlier.

Look at the pattern towards mobility. It will continue. Desktops to notebooks, notebooks to netbooks, netbooks to tablets, having only a phone to manage your email, schedules, mapping and social networking. A phone today is about as powerful as a netbook of couple years ago.

Netbooks account for most of the notebook growth. Netbooks don't run Windows as much as the other segments, and in fact Chrome will be the OS for the "smartbooks" many companies are working on. The overall notebook market also isn't as dominated by Microsoft as the desktops. Microsoft disappears the more you go mobile.

Unless you mean losing marketshare, and having lower profit margins is "the plan"...;)

Yes, losing marketshare, in a quarter where people were waiting for the iPhone 4 and still on only one carrier in the US. Where Apple only plays in the high-end phone segment. Yeah, zero to 15% in three years, all the profits to one company, is bad. Don't forget this is in competition with several phone manufacturers and a few operating system companies. Even if Android hits 30% (likely at the expense of Nokia, not Apple, since most growth will be in the lower-end segment), that's still a few percent for each low-margin player, with Apple still keeping its high-margin profits on 15% all to itself (as noted, Apple's already taking in almost half the profits). That's looking good.

And where is Microsoft? Crappy Windows Mobile 6.x, disastrous Kin failure (the billion dollar mistake with a six-week market life), oft-delayed Win7 Phone that when released will be admittedly incomplete and not backwards compatible, tablets canceled due to iPad. W7P also has high hardware requirements, meaning it can't compete in the low-end to get volume any time soon. A lot of what you tout Android for, removable SD cards, multitasking, etc., to differentiate it from the iPhone won't even be in W7P. Not looking good.

I see Android growing far better than Microsoft can hope. Android Gingerbread will probably be out before Win7 Phone, and it will be the mature, solid third-generation Android. With an Android/iOS/RIM lock (assuming Nokia stays asleep) on the mobile market, Microsoft will likely remain irrelevant. There is the small possibility that Microsoft could buy its way back into the market by bribing and threatening OEMs and through the expected $400 million ad campaign.

225 posted on 09/16/2010 2:29:33 PM PDT by antiRepublicrat
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To: PugetSoundSoldier
Notebooks - Microsoft AGAIN owns that market. And that market is growing at 24% annually. I linked to it earlier.

Microsoft makes ZERO notebooks, Puget. They do not "own" that market. . . they cannot "own" that market because they do not even compete in that market. Your claim is false on its face.

246 posted on 09/17/2010 1:32:22 AM PDT by Swordmaker (This tag line is a Microsoft product "insult" free zone!)
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