Ted
fire starter
Posts: 882
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Post by Ted on Dec 12, 2016 22:54:02 GMT -8
A pretty good article on the subject here. It does appear there may be some cause for concern re: letting the mac slide and stagnate and letting msft steal some share. www.fool.com/investing/2016/12/12/microsoft-has-fighting-words-for-apple.aspxMy point - from the article: "It's absolutely true that the Mac has lost market share in the past two consecutive quarters, ending a years-long string of slowly chipping away at the Windows empire. While Microsoft doesn't quantify its claim on Mac switchers, the recent third-party estimates on the global PC market do give Microsoft's assertion some credibility. But it's also true that the Mac business is significantly larger than the Surface business (expectedly so). Microsoft sold $925 million worth of Surface devices last quarter, compared to the $5.7 billion in Macs that Apple sold. Both product events took place after the close of the quarter. If Microsoft booked the best month ever, it sounds as if it may enjoy the best quarter for Surface ever." No quibble about the article, Ted, but I hate it when articles are titled like that: Microsoft Has Fighting Words for AppleConsumers MAY BE switching to Microsoft en masse. Yes, they MAY BE. But I'd rather tech writers didn't use weasel words and instead boldly proclaimed, "Consumers ARE switching to Microsoft en masse".The author would then have a chance for his statement to be right or wrong but at least they would be making a statement with some conviction. You MAY have a point!
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Post by tuffett on Dec 13, 2016 0:10:00 GMT -8
A pretty good article on the subject here. It does appear there may be some cause for concern re: letting the mac slide and stagnate and letting msft steal some share. www.fool.com/investing/2016/12/12/microsoft-has-fighting-words-for-apple.aspxMy point - from the article: "It's absolutely true that the Mac has lost market share in the past two consecutive quarters, ending a years-long string of slowly chipping away at the Windows empire. While Microsoft doesn't quantify its claim on Mac switchers, the recent third-party estimates on the global PC market do give Microsoft's assertion some credibility. But it's also true that the Mac business is significantly larger than the Surface business (expectedly so). Microsoft sold $925 million worth of Surface devices last quarter, compared to the $5.7 billion in Macs that Apple sold. Both product events took place after the close of the quarter. If Microsoft booked the best month ever, it sounds as if it may enjoy the best quarter for Surface ever." I think it's a little arrogant to discount Microsoft as a small player. They clearly have a popular product that's growing, and it's a product that a not insignificant number of Mac users seem to be switching to. I see evidence of this even on pro-Apple websites and forums. Don't forget that iPods started out small, as well as Macs themselves not too long ago.
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Post by rickag on Dec 13, 2016 5:00:10 GMT -8
I have been using Apple Pay. I just do not see the real gain, especially reaching for a (large) iPhone 7 Plus. I still have to verify with the passcode for the phone or a fingerprint. The credit card is smaller, and the wallet it is in is smaller. And virtually at all time one has to carry one's wallet. So what is the big deal? This would never entice me to go Apple. Apple Pay security might be considered a benefit
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Ted
fire starter
Posts: 882
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Post by Ted on Dec 13, 2016 6:52:43 GMT -8
A pretty good article on the subject here. It does appear there may be some cause for concern re: letting the mac slide and stagnate and letting msft steal some share. www.fool.com/investing/2016/12/12/microsoft-has-fighting-words-for-apple.aspxMy point - from the article: "It's absolutely true that the Mac has lost market share in the past two consecutive quarters, ending a years-long string of slowly chipping away at the Windows empire. While Microsoft doesn't quantify its claim on Mac switchers, the recent third-party estimates on the global PC market do give Microsoft's assertion some credibility. But it's also true that the Mac business is significantly larger than the Surface business (expectedly so). Microsoft sold $925 million worth of Surface devices last quarter, compared to the $5.7 billion in Macs that Apple sold. Both product events took place after the close of the quarter. If Microsoft booked the best month ever, it sounds as if it may enjoy the best quarter for Surface ever." I think it's a little arrogant to discount Microsoft as a small player. They clearly have a popular product that's growing, and it's a product that a not insignificant number of Mac users seem to be switching to. I see evidence of this even on pro-Apple websites and forums. Don't forget that iPods started out small, as well as Macs themselves not too long ago. Arrogance has nothing to do with it. It's simply in the numbers right now. Msft produces and sells a fraction of what Apple does in this category at this point. Which is not to say that I discount the threat or potential of a resurgent msft under Nadella...
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Post by tuffett on Dec 13, 2016 7:40:08 GMT -8
I think it's a little arrogant to discount Microsoft as a small player. They clearly have a popular product that's growing, and it's a product that a not insignificant number of Mac users seem to be switching to. I see evidence of this even on pro-Apple websites and forums. Don't forget that iPods started out small, as well as Macs themselves not too long ago. Arrogance has nothing to do with it. It's simply in the numbers right now. Msft produces and sells a fraction of what Apple does in this category at this point. Which is not to say that I discount the threat or potential of a resurgent msft under Nadella... In which case I don't understand why you were so flippant about my original post. It seems you agree that it at least something to be weary of.
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Ted
fire starter
Posts: 882
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Post by Ted on Dec 13, 2016 7:51:20 GMT -8
Arrogance has nothing to do with it. It's simply in the numbers right now. Msft produces and sells a fraction of what Apple does in this category at this point. Which is not to say that I discount the threat or potential of a resurgent msft under Nadella... In which case I don't understand why you were so flippant about my original post. It seems you agree that it at least something to be weary of. You posted the quote without commentary. The statement on its own didn't hold much truth for me. A little perspective is all I wanted, I guess. No disrespect intended - just questioning yr quoting of unquantifiable words from the, uh, enemy.
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