Replies to post #10997 on Apple Inc (AAPL)

[Altaire4_2dot0]

Microsoft is Monopolistic not Rational

The HP deal is a net positive for AAPL but don't bet on WMA support for hPod or the porting of iLife to Windows. The OEM manufacturers would have to give APPLE some cover if they want iLife. We'll need to see how this plays out with Gateway and Dell. Microsoft is not known for conceding markets to any of its competition. Garageband alone is going to put some pressure on some windows households to switch too Apple systems. The typical Microsoft strategy would be to buy a rival product thats just good enough to compete the iLife product offering which it will bundle free of charge with its OS.

I'm not the only one who thinks this way, Dilleet has a good handle on Steve's strategy.

http://www.investorshub.com/boards/read_msg.asp?message_id=2100221