Mac'em X

Microsoft Understands Making Money the Hard Way - Earning It

There are some interesting points in the article, Joel, and overall nothing wrong. Except for the title. Other than the passing comment that Windows 7 isn't so bad (compared to the reviled Vista, presumably), there's not a single note to suggest that Microsoft does (or doesn't) understand making money the hard way (or any other way). Did the part of the article about Microsoft get cut out somehow?

State of the iPhone: Strong. Very Strong.

Tom B: You hit a key point smack on the head. With every developer and his hamster rushing into iPhone apps, with every headline blaring "1 Billion Apps Downloaded", Apple is building a massive army of iPhone programmers. And they're all going to realize that, intentionally or not, they've just learned how to develop Mac apps as well. Instant army of new Mac developers! The iPhone is shoring up one of the Mac's few remaining weak spots.

Apple's $199 iPhone Is a Game-Changer

Brewer says: "All the news about Apple is good now and all the news about Microsoft is dire."

SO true. That's the impression anyone gets from daily bits and pieces of news - but when you list Apple vs MS news stories side by side, it's really eye-opening. Like this: www.mactivist.com/wall

No one will mistake that page for a complete or unbiased compilation of news; it's no one-stop resource for investment decisions! But it's interesting to ask: If one were to deliberately compile only positive MS news and negative Apple news, just how short would the list be? (Hint: Very!)

While people (and investors) are picking up the "Apple is hot" story piece by piece, I think many of them are missing the scale of the quiet sea change taking place – with the iPhone, with media downloads, with the Mac in homes, schools, and even enterprise. That's fine with me, as I keep scooping up Apple shares in anticipation of the coming day when the world catches on to what's happening!