samij

A Microsoft Break-Up Could Unlock Its True Value - Barron's

XBox and online services don't contribute into MSFT stock value because they are money losing operations, simple as that. How would you spin-off these? Selling them? Who would buy them? Separating them as independent companies and giving the stock to MSFT stock owners? In order for them to survive one day as independent companies, they'd need cash injection from MSFT -> +- 0 gain for MSFT stock owners.

I agree, MSFT would do best by shutting down them, but that seems unlikely under the current management, as they have too much pride invested in these operations.

Not to mention that spinning them off would signal complete failure on MSFT part to find any real growth opportunities outside it's old core businesses. Would that really be signal encouraging to buy this stock?

Apple: Analysts Still Diverge on iPhone

it's quite clear that iphone has limited appeal in corporate environment, especially in the segment which rimm has captured. the main use of blackberries is messaging, and that is just not one of iphones' strenghts. especially for email the touch screen keyboard just is not good enough when you are messaging all day long.

Corporate-Friendly iPhone Could Challenge BlackBerry - Barron's

"With 278 million Exchange and Notes users, and only 12 million BlackBerry subscribers, the corporate smartphone market is still wide open."

or is it a sign that this market is not that huge after all? maybe the 264m exchange and notes users don't want bb type of solution after all?

Exchange Email Integration: RIMM's Lifeline in an iPhone World

why apple haven't figured out how to connect the desktop osx to exchange with it's 18b cash pile?

Is Nokia Looking for Revenue in the Wrong Places?

I'd say underestimating Nokia would be just as bad a business decision that would be underestimating Apple. The steps Nokia are taking prove that they're very much alert regardless of what this "Mike" guys random encounter might have suggested.

iPod, Sansa, Zune

what is funny to me is that apple spent so many years claiming that ipod was good because it did one thing (being digital music player), but it did that one thing very well and now ipod is considered better because of feature list that has very little to do with that one thing :)