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From about 1987 to 2008 MS grew rapidly and Apple stagnated.
Both fell between 2000 and 2001.
From 2001 to 2011 Apple grew as MS stagnated.
What next? I think that Apple innovates and skims the high margin cream then MS brings more open systems mass market. Google is now the wildcard, especially in mobile with Android, but I still think MS is going to capture more of the mobile market than pundits expect because they will and are integrating desktop and mobile experiences quickly in a way that no other company can without controlling the desktop on most computers. Few people want to abandon the do everything platform of Windows for the mystery of Chrome OS. And I am a Chrome browser user, just bought a Nexus S 4G, love gmail, use Google docs, and blog on Blogger. I like Google products (ironically except search now). But MS knows how to manage an operating system platform and community and will prevent Android like fragmentation. Think spreadsheet, word processor,browser, etc. all over again.
Wednesday, June 8, 2011
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