kmca1989

Microsoft Gets the Blogging Community

i'll take a Billion cap corporation going into a contract for networking the entire firm w/ microsoft rather than sold-out malls with kids buying the latest gadgets.

then again, i'd take either, too.

disclosure: thoroughly satisfied vista/microsoft customer.

Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates

that was not particularly coherent - i was in a hurry typing cuz my sisters' needed a carpool run.

to elaborate slightly, I referred to cisco & financials because that partnership is very similar to RIMM and other major business contracts. how the financial sector performs is often a bellweather for CSCO's future, because the largest banks provide cisco with ENORMOUS contracts in order to wire & network all of the offices.

i had recently had cisco pitched to me because they had a new toy in the works, WiMAX, which provides wireless, instead of for a room or house, for a 5 mile radius, college campus, urban zone, etc. HUGE potential, right? WRONG. the toy is nifty, but even if 3000 college campuses install it, that's still GENEROUSLY only a B or 2B. meanwhile the biggest firms on wall st. give cisco 10 times that to keep their systems state of the art.

RIMM and AAPL are the same. just because malls are selling out of the iphone, doesn't mean RIMM's kicking the bucket. every office building in every major city is packed to the gills w/ RIMM devices, and just because a bunch of teens & 20s are buying iphones, that doesn't outweigh the vast majority of the work force in America & beyond.

Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates

hmmmm - $300 iphone w/ shitty at&t service

$50 pearl w/ best-in-biz verizon service.

the iphone is years from bringing aapl to the top, the thing is too expensive. RIMM, like CSCO, live and die by the financials, cuz when 100B cap companies partner with, it doens't matter too much if there're a couple mall shortages for your competitors. scale, people, scale.