Posted on 10/21/2013 12:51:53 PM PDT by SeekAndFind
The last time we saw a slide deck from Cole Wilcox, of Longboard Asset Management, the firm was arguing that Tesla is the new Apple, and the stock was headed up to $200 a share.
Now the Longboard is out with a new "next Apple" to share with the market. It's the old Apple, actually — Microsoft.
In its presentation, Longboard says the current perception that Microsoft is, well, soft, is ignoring the success of Office 365, their top cloud business, and the potential earning power of Windows plus Android hybrid devices.
(Excerpt) Read more at businessinsider.com ...
In five years, Microsoft will have exited the consumer business for all practical purposes because they will have demonstrated within the next 18 months that they are incapable of executing in the consumer mobile sector, and will be forced to refocus on their remaining enterprise and SMB customers and will thereby become a B2B company that is quite profitable but with only modest year over year growth prospects.
The problem with Microsoft is they behave like the 1600 lb gorilla all of the time.
Their billing practices with the cloud services will keep me from ever signing up for another one of their products.
Stardock.com get start8.
Also with the new 8.1 you can set the background to be the same as your desktop so it’s not like going back and forth anymore either. But if you must have the desktop and only want the desktop get start8 from stardock.com
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