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Tuesday, September 17, 2013

$msft being attacked, hard

1. Tablets - accelerating the decline of the PC (aka WinTel era), jeopardizing Windows profits. 

2. iWork is now free for new iOS device purchases. iWork can now be accessed through mobile and PC (via web browser). With iOS gaining device share, and more importantly enterprise acceptance, this jeopardizes Office profits. 

3. IBM announcing another $1billion backing of Linux servers. IBM's efforts were effective in 2000, and should continue to be. Jeopardizing Windows server business. 

(Curious to the effect of the gaming console business with the 64bit push in mobile. Still too early to list as a threat just yet.)

Three large profit centers of Microsoft are being attacked pretty hard, at the same time. 

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