Say you are into high tech, and you happen to have some money to invest. You checkout some sites for ideas, and apple and google seems to have all the focus. iPhone and Android, hmm. And Microsoft seems to be making too little and too late an effort to compete with Apple and Google. So you decide to invest either in Apple or Google, and are flipping coin to help you to pick one.
Wrong decision.
Microsoft maybe be late to the smartphone game -- they were actually earlier with Windows mobile, I will leave it to another story -- but that is how Microsoft was operating and that is probably how they would move forward. When they see an opportunity they could pour their energy and people into it and make a killing. That was how they defeated Apple and IBM on operating system, defeated Wordperfect and Lotus 1-2-3 and Lotus Notes, defeated Netscape, made huge gain on game console, good position now with SQL server, and cloud service as well. Now they have set their sight on smartphone with a singularity focus and I fully expect them to make inroad. Today Wall Street doesn't give Microsoft its due respect and its stock price has moved anywhere for the past decade. But Microsoft is make progress on all fronts, especially with Windows 7, the coming office 2011, XBOX live, they are really a money machine and a utility company which has many products to offer -- not like Google that soley depends on ad, the Android maybe popular but it's free --, doesn't depend on a charisma leader -- Steve jobs's health should be a big concern --, even a guy like Steve Ballmer could run Microsoft well enough. Microsoft maybe boring for now -- but has a mole status in many products, even Mr. Buffet wont mind to invest in microsoft given its current situation. Microsoft would not go anywhere but up.
But, there is a but, apple has dominated mp3 player market with iPod for about 8 years now. So who knows. However mp3 player is relative small compared to smartphone.
Disclosure: long on all three, apple, google and Microsoft.
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