tl;dr Apple is not building any features that MSFT can't copy, because Google gives it away for free it must be a toy to them.
Sounds more to me like an analyst who either a.) bought a lot of MSFT shares or shorted Google/Apple, or b.) works for a company that bought a lot of MSFT shares or shorted Google/Apple. His 'criticisms' of both are specious at best.
To rebut his claims about Apple: "no one ever got fired for buying IBM". And as for Google, RedHat has a $1b a year business case for free software.
This guy doesn't understand mobile at all. It's sad if he's able to move the markets with his comments.
If you look at the words on the linked page, the "analysis" is from Charles Sizemore of Sizemore Capital, and Sizemore Capital "holds a long position in Microsoft".
A somewhat tangential point. Like how lawyers have to specify that they're not giving legal advice. and how it's 'best practice' in auto-journalism to disclose when a manufacturer has provided you with perks while 'reviewing' their vehicle. I'd like to see 'analysis' which carries a similar disclaimer, Has a long position in Microsoft, in the original article. Not a link to it. that way no one can copy the press release and miss 'the only important point of the article' which as you say is linked.
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tl;dr Apple is not building any features that MSFT can't copy, because Google gives it away for free it must be a toy to them.
Sounds more to me like an analyst who either a.) bought a lot of MSFT shares or shorted Google/Apple, or b.) works for a company that bought a lot of MSFT shares or shorted Google/Apple. His 'criticisms' of both are specious at best. To rebut his claims about Apple: "no one ever got fired for buying IBM". And as for Google, RedHat has a $1b a year business case for free software.
This guy doesn't understand mobile at all. It's sad if he's able to move the markets with his comments.
If you look at the words on the linked page, the "analysis" is from Charles Sizemore of Sizemore Capital, and Sizemore Capital "holds a long position in Microsoft".
A somewhat tangential point. Like how lawyers have to specify that they're not giving legal advice. and how it's 'best practice' in auto-journalism to disclose when a manufacturer has provided you with perks while 'reviewing' their vehicle. I'd like to see 'analysis' which carries a similar disclaimer, Has a long position in Microsoft, in the original article. Not a link to it. that way no one can copy the press release and miss 'the only important point of the article' which as you say is linked.