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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (41410)2/13/2011 4:01:28 PM
From: Grantcw  Read Replies (1) of 78750
 
I agree about the Android smartphone risks to INTC, MSFT, and YHOO, though I still hold MSFT. I recently upgraded my phone to an HTC EVO Shift at Sprint which runs on Android. I'm amazed at how much I can do with this phone and how for some internet tasks I prefer to use it over a computer.

From a business standpoint, MSFT and INTC still will do well as I can't use Office effectively with my phone. I think the risk is that homes that used to own 3-4 computers with Wintel, could get by with 1-2 and some smartphones.

From a Windows Smartphone standpoint, I was very disappointed from a MSFT shareholder perspective to see how Android and Apple are dominating things from a marketing perspective at least. I looked at a variety of phones at a the major phone companies and I don't think I even considered a Windows Smartphone if I even saw one.

Thanks,

Grant
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