Tag

Google
Last week, I suggested that Microsoft ($MSFT) would be the ultimate winner in the long war for dominance of the smartphone and tablet markets. Though Apple ($AAPL) dominates today, it has no real defensible “moats” that would prevent an aggressive competitor from muscling in on its turf.  Consumers are notoriously fickle, and there is little...
Read More
Apple ($AAPL) is getting most of the attention this morning due to its earnings release late yesterday.  Two weeks ago, I asked “Is it time to dump Apple,” and I think the answer is increasingly “yes.”  Though the company remains wildly profitable, earnings missed estimates this quarter, and there is a sneaking realization that Apple’s...
Read More