Ken Segall on Apple’s ProfitsPosted: January 27, 2011
I don’t have a hope of topping this summary so I’ll just present it as is.
Such an unbelievable turnaround, and the best part is that Microsoft hasn’t shrunk at all. It’s still as necessary to the Windows and Office crowd as it ever was. OEMs definitely haven’t started using other operating systems, and businesses are still overwhelmingly PC. This growth on Apple’s part is nearly all due to the “less space than a nomad” mp3 player and the “most expensive phone ever.” (Which is posting to WordPress right now, something that we couldn’t hope to do in 2007.) Just wait until the iPad takes off even more – it’s already a household name, unlike any other tablet. I like their strategy. I like it a lot.