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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Zen Dollar Round who wrote (85636)10/1/2009 3:41:40 PM
From: FJB  Respond to of 213185
 
Yeah, he is kind of weird for sure.



To: Zen Dollar Round who wrote (85636)10/1/2009 8:02:42 PM
From: Cogito  Read Replies (1) | Respond to of 213185
 
>>I was laughing at that quote because of his use of the words "vector" and "attack" and especially this line: "You can attack through phones that grow up. You know, mama don’t let your phones grow up to be PCs or something. I don’t know."<<

Roy -

The whole way Ballmer speaks, at least as transcribed in that excerpt, is only semi-coherent. But I don't think he's completely off base, despite that.

Safari has something like 3% of the browser market and Chrome has less. IE has more than 80%. It's the reverse of the situation in the mobile music player market, where the iPod has more than 80% and Zune is less than 1%. (I don't know the actual percentages off the top of my head, so those are ballpark figures.)

Apple doesn't really worry about the Zune as a competitive threat, because it hasn't caught on in any meaningful way, as demonstrated by market share data. For the same reason, Microsoft doesn't worry about Safari.

Ballmer does have reason to feel strong, in relation to Microsoft's competitive positions. The company still pretty much rules the world, both in terms of operating systems and in the office suite segment of the software market. I believe Windows 7, despite its many deficiencies, high price, and confusing plethora of versions, will gain broad acceptance, overcoming the huge blunder of Vista. Thus, the Microsoft dominance of the PC landscape will continue for years to come.

Apple will continue to chip away and will gain market share gradually, but Microsoft has little to fear from anyone, in my opinion.

- Allen