Steve Jobs

Microsoft has a chance now that Steve Jobs is gone

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This article got me thinking about just how good a value Microsoft is.  I don’t need Business Insider telling me that but Henry Blodget is the man on fire today, on the cover of the WSJ, and he’s telling you Microsoft is one healthy company.  And grossly undervalued.  We just bought it near $30.94 and think its worth at least $54.  One thing most analysts are not talking about is now that Steve Jobs is gone, everyone else has a chance.  Apple has been eating everyone’s lunch but without Jobs its definitely a fairer match.   Microsoft has its work … Read more

Google vs. Apple

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As I sit here typing out this post on my MacBook, occasionally running a question by Siri on my iPhone just for the heck of it, I can’t help but notice I’ve been blindsided by the Apple lifestyle… and I don’t seem to mind a bit.  An iPod sits in my car, next to the two iPod shuffles that I take on the mountain when I ride, and I’m long Apple stock.  My old HTC Incredible smartphone sits in a box, long forgotten.  And I’m certainly not the only one to completely buy into the way of life that Steve … Read more

Can Apple Be Apple Without Jobs?

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Wednesday evening’s announcement from Apple (Nasdaq:AAPL) that CEOSteve Jobs was resigning could hardly be called a surprise, but it will certainly accelerate a transition process that has been ongoing in fits and starts for a number of years. Apple has tapped a solid manager to replace Jobs, but competition in Apple’s core markets is heating up and investors may be right to wonder whether the company can maintain its over-the-horizon vision and ultra-confident operating strategy without such a rare visionary leading the show. News That Really Isn’t New That health issues would eventually force Steve Jobs to step down from … Read more