Quote:
Originally Posted by x10guy
It no use arguing over this anymore.
OK I say we revisit this in 6 months.
Saltydawg says:
1. MS stock price is higher primarily because that Windows Mobile licences are at all time high.
2. Also all those articles about the demise of Winmo are written by biased amateurs.
3. Most of us have it wrong on Winmo. Even though it has fallen to 4th place, it was part of the plan, and it is still headed higher and will be leading once again in 2010 when Winmo 7 comes out.
|
No, incorrect. What I am saying is...
1: If Windows Mobile was in as much trouble as you say, MS stock would not be at it's highest in over a year, with higher than expected dividends being paid.
2: Yes, the vast majority of those Windows Mobile doom and gloom articles are written by biased amatuers who don't know what they're talking about.
3: Yes, WM losing market share was part of the plan. MS put all their focus on WM 7. Once they had a record setting year last year, with the vast majority of the sales being locked into 2 year contracts, MS knew they could focus on WM 7 for another year without losing many customers. Once their contracts are up, WM 7 will be the talk of of the tech circles. Look for the 4th quarter 2010 (which I think is actually part of their fiscal year 2011) to be the best ever for Microsoft. And if you care to read any investment reports, this is pretty much what Microsoft has been saying all along- ever since Windows Mobile 7 got delayed.
Wall Street will always give you much better information than some average joe who decided to write an opinionated blog. While average joe may very well hate Microsoft and want them to fail, he likely has no clue about how business or investment works and probably never read any of Microsoft's estimates or quarterly reports. You want unbiased information? Watch Wall Street. Even if one of those biased amateur blogs turned out to be correct- Wall Street would still reflect it.