Tuesday, June 22, 2010 12:40:19 AM
I've done my DD on Apple (and their competitors). No one here thinks my arguments against its perpetual growth are sound, and that's fine. It's not my money.
My argument wasn't against Apple. It was about the earlier graph saying Desktops would be a smaller market share than anything else. I think that's a fallacy.
There are dozens of things you can do on a Desktop that you simply can't do on a Tablet. I think the fallacy lies in the fact that that Desktops aren't part of the market that study was graphing.
If you want me to guess "where the puck is going to be" it's going to be in Cloud Computing. Online applications, storage, streaming media, etc. The mobile market is simply a step towards that end.
My argument wasn't against Apple. It was about the earlier graph saying Desktops would be a smaller market share than anything else. I think that's a fallacy.
There are dozens of things you can do on a Desktop that you simply can't do on a Tablet. I think the fallacy lies in the fact that that Desktops aren't part of the market that study was graphing.
If you want me to guess "where the puck is going to be" it's going to be in Cloud Computing. Online applications, storage, streaming media, etc. The mobile market is simply a step towards that end.
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