I'll have to agree with you there, the part about trashing MS is a little bit silly, Apple is at the top of it's game right now and MS is near the depths of it's game, yet the market cap of the companies are similar and MS just spent the last 10 years being harangued by the DOJ.
It's going to take a couple years to get out of that mindset and into the mobile mindset. It's a little bit silly to think that a company with a market cap of 199 B on a PE of 9 which is highly profitable cannot compete with a company worth 300 B on a PE of 15.
It's way too early to be calling the death of Microsoft, Windows might not be cool, but look around any office of an SMB. The idea that these companies are going to switch to Macs (or iPads) and retrain their entire staff is a little ludicrous.
It's going to take a couple years to get out of that mindset and into the mobile mindset. It's a little bit silly to think that a company with a market cap of 199 B on a PE of 9 which is highly profitable cannot compete with a company worth 300 B on a PE of 15.
It's way too early to be calling the death of Microsoft, Windows might not be cool, but look around any office of an SMB. The idea that these companies are going to switch to Macs (or iPads) and retrain their entire staff is a little ludicrous.