• Dana Blankenhorn
    I was wrong about Microsoft's big announcement. But their going directly into PCRFY.OB-type hardware significant nonetheless.
    6/19/12
    Reply (5)
    • Noreika: Dana, do you think their new tablet will be another Zune-like product?
      6/19/12
    • Dana Blankenhorn: At minimum it takes hardware share from HPQ and DELL. A lot depends on developers supporting Windows 8 vs. iOS
      6/19/12
    • DaLatin: Curious MSFT is competing with it's own clients ! Went long MSFT in pre while down.The tablet will b used by corporates & takes from AAPL
      6/19/12
    • Dana Blankenhorn: DaLatin: You are right that the losers here are hardware OEMs like HPQ and DELL.
      6/19/12
    • Noreika: Good points
      6/19/12
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