Non Sequitur: on August 24, 2011, Steve Jobs resigned from Apple. On that
day the company's stock was $376.18. The company has grown 60% since then
and when it's doubled to $752.36 it's time to say that Tim Cook has escaped
Steve Jobs' shadow for sure.
Back on thread: not sure where Cringely is going
with this, but back when Microsoft was worth $620B (around 2000) they were
also the only IT company within throwing distance. They were the 800lb gorilla
in a room full of mice. They had just bested IBM, WordPerfect, Borland, Aldus
and hundreds of others. They were counting coup on Novell and the last
impediments to their utter control of all IT. PC and server OEMs were at their
beck and call. They had just released what would become their most successful
product of all time, Windows XP.
The situation is different now. People are
starting to not fear Microsoft any more, except PC OEMs and even they are
starting to see that their marriage is not a unilateral suicide pact. PC OEMs
know now that Microsoft is going to kill them before they fall, and they're
manning the lifeboats. Samsung, MotoMobi, ASUS and many others have no fear as
they have a new course. When the balance of power shifts, change is
swift.
In October of this year we're going to have an immense and brutal
shift of the sort we've not seen in 25 years. [ Reply to This | Parent | # ]
| 
