flatman

Why It's Time to Be Invested in the New Recession

I remember a time when sentiment said that a 200 PE or no PE was Ok if a company had a business plan that included the words 'dot com'. That didn't work out so well for a lot of folks. Unfortunately in the real world right now corporate profits are being juiced by a weak dollar at the expense of the consumer who will pay more at the pump and in the grocery store.

Apple, Microsoft Run for the Clouds in the New Client Software War

Interesting that several comments questioned security and availability of thin client applications. Seems counter to the rapid acceptance and adoption of online banking and brokerage applications.

Apple, Microsoft Run for the Clouds in the New Client Software War

I think the analysis is accurate for the consumer market. The inertia in the enterprise, however, can really extend the existing fat client MSFT franchise. If I took this to a logical conclusion, I'd be very pessimistic for TV networks and their advertising/revenue model. Today 80% of the content is almost worthless, and with enough bandwidth a 'pull' model with and enhanced Itunes/Tivo could really disintermediate them.

Opening up: Has Microsoft Saved Itself or Shot Itself in the Foot?

I'm curious about the hardware implications in a 'web services world'. Bloatware has caused the ever more powerful Wintel machines we now use. One might presume a significant change in client processing requirements down the road when the servers are doing all the work.