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To: Shane M who wrote (40611)	12/15/2010 10:06:23 AM
From: Spekulatius	Respond to of 78751

re MSFT - >>But there are definitely MSFT bears with conviction - generally they see technology quickly moving in a different direction with these new small portable devices that cut MSFT out of the loop.<< This is Intel's problem too. MSFT has WM7, which is pretty good but also pretty late. GRMN get's killed by the Smartphone Armada (Androids, Iphone), same with Nokia. Low end camera manufacturers (Kodak etc.) have the same problem, their devices more and more get displaced by Smartphones.