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Technology Stocks : Apple Inc.

AAPL 258.33

-0.6%

Jan 15 3:59 PM EST

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To: Cogito who wrote (58413)	11/9/2006 10:31:16 PM
From: aaplfan	Read Replies (1) of 213182

The mere fact that Microsoft had to agree to that kind of concession to get Universal on board demonstrates their lack of real power. I mean, Zune launches next week, and Universal only just now signed up. I'm sure Microsoft resisted the hardware fees as long as they could, but Universal forced their hand. Exactly, it gave MSFT the leverage they needed to get a deal done. There's only so long that they can subsidize everyone and everything. It will be interesting to see how much, if any traction they will get this quarter. As long as Apple stays on their game, I still see nothing to worry about. I keep saying this because this is how every significant competitor I can think of has lost against MSFT: MSFT fumbles its way to a somewhat functional product while the market leader gets complacent or otherwise blows itself up.

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