Weekly Roundup: "For Apple to win, Microsoft has to lose"

Aaron Brethorst, February 15, 2014

On August 6, 1997, Steve Jobs took the stage at MacWorld Expo to announce that "[we] have to let go of this notion that for Apple to win, Microsoft has to lose." He went on to introduce a smiling Bill Gates via satellite telecast in an absurd, ostensibly unintentional recreation of the famous 1984 ad.

As it works out, Steve was absolutely right. In May 2010, Apple's market cap passed Microsoft's. And then, for the first time ever, the number of Apple devices sold in Q4 2013 outstripped the number of Windows PCs sold. Sure, this is sort of an apples (and iPhones and iPads) to oranges comparison, but the fact remains that we have taken an irrevocable step away from a PC-centric market.

It's clear that Microsoft is reeling from the one-two punch delivered to them by Apple and Google over the past several years. What's not clear, yet, is whether they have a coherent strategy to address this seemingly existential threat. Only time will tell, but don't count them out yet.

Best,
Aaron


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