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It looks like MSFT is killing XP to force users to migrate to Vista. They can't possibly hope to convert 100% of the XP users to Vista, so there will be some inevitable defectors. The primary beneficiary of this "leakage" likely will be AAPL.
Apr 24 17:35 pm
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All Comments by chartguy »Microsoft's Quarter and Outlook Are a Mixed Bag (Update 3) [View article]
How long before MSFT decides to release Dyanamics for OSX? We can debate the point where AAPLs penetration of the enterprise market reaches the tipping point. But my question, which once would have been laughable, needs to be considered.
I have no doubt that MSFT will defend aggressively its dominant position. But at some point the good people in Redmond will not be able to ignore the fact that there are alternative operating systems. Operation Trojan Horse (aka iPhone) looks like a major success. Welcome to the wonderful world of AAPL.