jbelkin

Microsoft's iPod Killer Emerges -- Should Apple be Scared? You Bet! (AAPL, MSFT)

In case, Andrew Schmidt didn't notice, it's taken MS 9 years to come close to the Treo/Palm and that's WITH the help of partners. They want to go it alone it alone here so their firstv task will be to defeat their "partners," (Creative, iriver, san disk, sony & samsung)

How many more successes can MS or MS shareholders afford?

They've spent about $400 to sell each XBox & 360 - that's $8 BILLION dollars to be third ... which is where they will be in the ipod race ... BTW, third means a marlet share of about 5%.

MS has failed in EVERY consumer venture. MSN, MSN search, WebTv, watch OS, BobOS, The talking barney, the watch OS, home networking, the Ms remote control, and even the palm when the cosnumer amrlet was 40% of the PDA marketplace, etc ... other than buying the 15% of the video game market for $8 BILLION dollars, they pretty much are clueless when it comes to consumers.

It's not just Apple they can't compete against. It's EVERYONE who sells to consumers. MS is great at enterpros selling - completetly clueless when selling to cosnumers (just look at Vista - missed two holiday season and now coming out with 4 similiar sounding versions and offering stickers that say it's capable or Vista-ready? yea, real clear).

MS is done. They are the GM of technology.

Good at fleet selling - not much at anything else.