Seeking Alpha
  • David Jackson
    Ironic that just as $GOOG's Android is overtaking iOS globally, $MSFT is rushing to imitate $AAPL's integrated hardware-software model.
    9/3/13
    Reply (15)
    • StuartKats: $MSFT still had not got over it's $AAPL envy.
      9/3/13
    • David Jackson: Yes -- and this might be backwards looking now.
      9/3/13
    • Matthew Davis: $MSFT has been advancing on devices since the original Xbox, this is just progress people.
      9/3/13
    • Mimi261: Yes, because Android will never crack corporate enterprise with their model and Apple doesn't want it. I see a huge void they can fill.
      9/3/13
    • jamesingram32: Also, goog may/ will have to pay $ORCL for their use of Android/java
      9/3/13
    • Matthew Davis: Jumped on $MSFT shares today, could've got it lower but I think we can go into $40s next year.
      9/3/13
    • StuartKats: if it was truly about enterprise then $BBRY would have been the better buy - cheaper, quality patents, security second to none. No sense buy
      9/3/13
    • Tales From The Future: And who makes more money/has higher margins on mobile phones, David? $GOOG or $AAPL? Samsung eats the Android lunch instead of $GOOG.
      9/4/13
    • David Jackson: tftf, you're absolutely right, at least for now. But are Samsung's margins sustainable w low cost phones from China coming on tap?
      9/4/13
    • Matthew Davis: Android flooded the market because its free, not because its better.
      9/4/13
    • David Jackson: True. But the marginal cost of software is $0, so you can give software away for free to get search revs, but you can't give away hardware.
      9/4/13
    • David Jackson: And that's a big problem for $AAPL when you combine free software with low cost hardware from China OEMs.
      9/4/13
    • GaltMachine: DJ is right. Windows was inferior in the 90's yet still managed to kill AAPL - makers were willing to kill each other to sell the product
      9/4/13
    • GaltMachine: and that downward price change was enough to make people choose the inferior option at the time. Does history repeat?
      9/4/13
    • Matthew Davis: Yes because Android is VHS and Apple is Betamax. Windows is something else lol, but I love my W8 phone and tablet. I don't need apps! lol
      9/4/13