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    A Harsh Reality for Microsoft

    January 22nd, 2009

    In line with the expectations of the financial community, Microsoft’s earnings are slowing, and layoffs of 5,000 employees are in the offing. Can it get any worse for the world’s largest software maker? In announcing the widely-expected decision, CEO Steve Ballmer blamed an 11% drop in quarterly profits on the tragic state of the PC […]


    Microsoft Remains Divorced From Reality

    November 10th, 2008

    It’s not easy for a company that’s number one in its market to admit that its efforts to spread its dominance to other product segments have not succeeded. Whenever Microsoft is mentioned, the fact that they own over 90% of the personal computer desktops on the planet often accompanies the reference. That and consistent high […]


    Apple and the Great Product Demand Game

    February 4th, 2008

    All right, is the iPhone still extremely popular, or is demand declining? What about the iPod and the Mac, or even the Apple TV, which is due for a software revision shortly? If you believe some of the stories you’ve read, Apple is cutting back on production of the first two, increasing production on the […]


    Apple’s Best Quarter Ever, But the Sky is Falling

    January 22nd, 2008

    I know Wall Street dwells on negatives these days, particularly because of economic troubles in the U.S. Indeed, Apple’s stock tanked in after-hours trading after its quarterly financials were released Tuesday afternoon. But there are an awful lot of good things to talk about, even if investors don’t see it that way. First and foremost, […]