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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Logain Ablar who wrote (46744)5/25/2011 10:08:16 PM
From: Johnny Canuck  Respond to of 68255
 
I think Windows 7 is the most stable product they have released in many years. The issue that MSFT faces, as the article points out, is that many business have realized they don't need to to upgrade every 3 years. A lot of them are running Windows XP just fine. At some point if they need a major upgrade for a critical application they will make the move to Windows 7 or whatever version is on the market. The key is the high growth years for MSFT are over because of the lack of killer apps to drive consumer and business demand. Don't get me wrong some companies need the latest and greatest, so don't. We have not upgraded some of our circuit board layout applications for a few years as an example. The incremental improvements are just not worth it.

As for APPL PC share, I doubt it will move significantly in the near term. PC buyers are satisfied with what they have till a new killer app comes and APPL PCs are still double if not 3 times the cost of a Wintel machine, the applications are cheaper and you have more choices in vendors.

The claim of less malware is starting to fade also as hackers see the Mac as a legitimate target now and their is a cache to hacking it.