Originally Posted by computadude
merger of 2 sinking ships = EPIC FAIL
Originally Posted by monstrosity
I think the pair would suit each other. Heart warming in a way. It's like two school retards finally hitting it off in later life, then getting married (then dropping stone dead during the honeymoon).
I see drift, but I sure as hell don't see sinkin'. Look outside your consumer electronics, cool OS blinders.....
MS: Yeah, plenty of chinks in the armor, especially in areas where the public sees, but all flesh wounds to the core business. No real competition to Office anywhere on the horizon. No chance of PC OS falling below 80% in the next decade and Win 7 is actually, while not my choice, much improved (all it had to be) and a hit. Solid solid server share in the Enterprise - all huge money. Outlook. Exchange. Hate 'em, but not going anywhere.
As for their peripheral businesses, Sync (in Fords) is at least a modest hit. Bing on Verizon (ironically on all their Androids). Do you know what each 1% share of search engine queries is worth? Hint - billions. Haven't heard much distress out of the X-Box camp and many gamers are choosing it as their set-top box.
Not nearly as dead in the phone market as people think based on the Win 7 mobile buzz. And the RSP market (really smart phones) is hardly mature. Not too late for a huge company with enterprise backing to muscle in - and while many say it's down to a replay of Win v. Mac with iOS v Android, with net standards and the cellcos themselves in the mix, the market may not compress to one huge and one boutique player this time. There could be three viable major players (APPL, GOOG and MS) with staying power plus other niches, e.g., HP/Palm, Intel/Nokia, etc. around for a long time.
IE 9 is supposed to stanch the browser share loss based on, again, good pre-reviews. New version of Mac Office just coming out. And while the Live stable's buzzless, there's big cloud infrastructure being assembled nonetheless.
Revenues up. Profits up. R&D actually showing signs of gelling. Where's the sink?
Adobe is not in as strong a position as MS - the Flash wars do aim closer to its core - and has a much smaller market cap than either MS or Apple, but also has a number of iconic products that have led to sales increases for 9 out of 10 years (through 2009), and most of which are not under serious assault. I could go on about Adobe, but the point is clear:
Apple's in great, but not unassailable shape. MS often looks clumsy and dances like a drunken elephant, but has lots of deep pockets, entrenched market positions, talented staff and is hardly an epic fail. And lots of you are likely cueing up to buy either Photoshop or the new Mac Photoshop Elements.
Still, all that being said, it's still hard to really grok what probable and important synergies a merger would have for either MS or A. Remember the story talked about joint ventures as another possibility. And given the extended and painful federal (and EEC?) scrutiny a merger would cause, and in the wake of the MS/Yahoo stand-off which ended with such a strategic partnership, my two cents is that this route would be more likely.