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1. Comment - Microsoft's mobile dreams aren't dead yet

   (Feb 19, 2010 - 1:21 AM)

   well, you went to the automaker metaphor, so one can tell you you choose the wrong one. MS is like the American auto industry of 1970, but now the Japanese auto makers - Apple and Google - have showed up. we know how that turned out.

2. Comment - Windows Phone 7 Series is a lost cause

   (Feb 17, 2010 - 11:26 PM)

   Well, Joe has made two basic predictions - even if the WinMo 7 is really good to use (and come on, it's way too soon for anyone to really know that):
   
   - it's too little way too late (Apple and Google took advantage of WinMo's years of stagnation to break into the market, and along with others already in the market have built an insurmountable lead).
   
   - it's business plan, even if it works, is peanuts (the license fees are chump change).
   
   ... so WinMo's goose is cooked.
   
   the first point clearly has validity. but Joe misses one thing - the #1 global phone company, Nokia, has also been stagnant for several years. its 2nd gen smartphone OS's, Symbian 3 and MeeGo, will also not hit the market until later this year. While Apple really doesn't aim at Nokia's market except its high end, Android does. but so can WinMo 7, and there is a lot of market globally up for grabs. however, we did not see any WinMo 7 internationalization demonstrated, and that takes time to do right too. if WinMo 7 does not launch globally within a year, Nokia will re-establish its leading position - you can be sure they will internationalize immediately - and then it will be too late there too.
   
   the second point has one rejoinder - MS intends to build a whole new hardware/cloud ecosystem integrating Zune, XBox/Live, Office/Exchange, Bing, all tied together with WinMo 7, and then monetize all aspects of it somehow. the problem here is the median XBox/Live/Zune user is a 17 year old boy, and every other OS can (or soon will) tie into Exchange and work with Office files too. while platform-agnostic Facebook is taking over the social market. MS fans are not a big enough market all by themselves for buying services (whereas Apple fans are enough to make a lot of money for Apple by buying hardware).
   
   all in all, i don't think WinMo 7's goose is cooked. i think it is a solid contender ... for fourth place and modest earnings.

3. Comment - Apple was NOT more profitable selling cell phones than Nokia in Q3

   (Nov 16, 2009 - 10:50 PM)

   oh joe. if you had made clear in your initial post you understood the difference between GAPP and non-GAPP figures and discussed both, your update alibi might hold some water. but alas, it's a transparent dog-ate-my-non-GAPP-data post hoc attempt to weasel out of the fact you simply screwed up.

4. Comment - Apple declares war on the entire PC industry

   (Oct 21, 2009 - 2:08 AM)

   very thoughtful piece by Mr. Wilcox, thanks. much better than the typical and shallow mac/windows "pundits".
   
   the "other shoe" Apple has yet to drop is the much rumored iTablet. in essence Apple will use the iPhone to compete against PC netbooks, scaled up to netbook size. it won't do everything Win 7 or Snow Leopard can, but it will run 85,000 apps! Apple thinks this will avoid cannibalizing its own laptop sales like netbooks have done to Windows.
   
   with the big hints of some new product before xmas by Apple yesterday, wouldn't surprise me to see that announced early November, to really complete a before and after marketing strike against Win 7. fair or not, it would immediately dominate the media and once again make Windows 6.2 look ... old.

5. Comment - Ballmer: The challenge for Windows Mobile

   (Mar 5, 2009 - 9:37 PM)

   face it guys, WinMobile 6.1 is a dog, 6.5 is lipstick on a pig, and 7.0 will be too late to the party.