Comments on: Microsoft – Field of dreams.

By: windsorr

windsorr — Mon, 21 Jul 2014 13:36:32 +0000

This happens on a regular basis but it is part of the paid research product and not posted here. If you would like to subscribe please let me know…

By: @samanjj

@samanjj — Wed, 16 Jul 2014 11:49:10 +0000

Thanks. Now it makes sense to me. I think an up to date article on apple’s weak areas would be great coming from you. When do you think makes the most sense publish it?

By: windsorr

windsorr — Wed, 16 Jul 2014 11:29:18 +0000

Hi Sam
Totally valid question.
The answer is very simple. I think that iOS will be a very successful ecosystem but from a stock perspective I would not be a buyer of Apple shares. I think that there are long term issues around its weak position in Digital Life that will pressure margins if not quickly addressed. Hence when I look at the shares i think that they are fairly priced. Hence I have no strong view one way or the other. This is why it seems to be being overlooked when it comes to successful ecosystems. The reality is that this is very far from the case.

By: Sam Jebeli-Javan

Sam Jebeli-Javan — Tue, 15 Jul 2014 09:42:37 +0000

Your constant absence of Apple is strange. They have the hardware, software, and some aspects of social and are doing integration better than the three you mention overall. I am still fascinated why they don’t make your list.