“Sizemore Capital’s Charles Sizemore writes in a contribution to NASDAQ that ‘Microsoft will ultimately muscle-out Apple as the leader in smartphones and tablets,'” Zach Epstein reports for BGR. “He says the war will be long and grueling, but Microsoft will ultimately pull ahead because Apple has no ‘durable long-term advantages’ to keep customers loyal.”
MacDailyNews Take: Wait, Zach, you sure this wasn’t Tom Sizemore?
“Where Android is concerned, Sizemore says he doesn’t take Google seriously as a long-term competitor because the company’s solutions are ‘shoddy’ attempts at matching superior offerings from Apple and Microsoft,” Epstein reports. “He continues, ‘Given that Google gives most of its products away for free, you have to question how seriously they take them. And given my experience with Play Music, the answer is ‘not very.””
MacDailyNews Take: Hey, Sizemore, we’ve seen better pumps on a Coney Island hooker!
Epstein report, “The analyst concludes that while he is not forecasting an ‘immediate collapse in Google’s share price,’ he finds no evidence to show that Google’s advertising model is sustainable and therefore will not invest in Google. Sizemore discloses that his firm holds a long position in Microsoft.”
Read more in the full article here.
MacDailyNews Take: Yes, when we entered this one, iCal actually giggled.
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InfoWorld reviews Microsoft Surface RT: A disappointment; you’re better off with Apple’s iPad – October 31, 2012
Gizmodo reviews Microsoft Surface RT: Do not buy; inferior to Apple’s iPad; the worst of both worlds – October 25, 2012
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OMG! I am just so amazed. “Apple has no ‘durable long-term advantages’ to keep customers loyal.”
Wow.. Must be writing from Washington or Colorado, where marijuana is legal now.
It would have to be something a bit stronger that marijuana I would think. Although, I’ve heard pot is a long stronger these days…
Should be legal everywhere
Sell it in Microsoft stores. At least product would move.
You mean they got knocked over by stoned customers 🙂
@Observer: When you say “product would move,” which product are you referring to?
The marijuana, of course. Unless they provide free samples of the weed so the stoned customers get impressed by bright tiles.
Absolutely! I’m buying it either way… May as well legalize it, tax it, and put this country in the black!
No kidding what’s this analyst smoking? I don’t think he’s in touch with reality. LoL
Spoken like a true Pump & Dump guy.
Some people are so in denial it’s funny. ;p
It isn’t about Microsoft. It’s all about Sizemore. He’s just trying to get his name out in front of everyone. And look, he succeeded! The same way that Brian White and his $1111 call on Apple got his name out in front of everyone. And look, he succeeded too! Most analysts don’t pull this crap. Despite what some here think, most analysts try to do a legitimate job of analyzing equities. There are exceptions. Sizemore and White are two shining examples. Personally I believe that Sizemore is completely wrong. White may be correct someday but that’s a long way off. Certainly not in the time frame that he suggested. So they’re both knuckleheads. And be careful MDN, you wouldn’t want to cross Tom Sizemore. Trust me, he’s close to what you see on screen.
Apple is the very definition of “long-term customer loyalty.” What a moron…
“….Sizemore Capital’s Charles Sizemore writes in a contribution to NASDAQ that ‘Microsoft will ultimately muscle-out Apple as the leader in smartphones and tablets…”
Yeah …
and if pigs had wings …
they’d be flying out his butt right now, too !
Dumbass probably doesn’t realize that with its cash horde, Apple’s muscles are actually much bigger than Microsoft’s now.
Well, close to it.
Here’s the actual title of an article that Mr. Sizemore wrote on Oct. 8, 2012: “Brain Damage Might Improve Your Investment Results.” Need I say more?!
Another one-man shop, like the Enderle Group, etc. I mean seriously, Sizemore Capital’s only analyst Charles Sizemore?
Let’s see: Cash hoard, innovative velocity, uncontested quality, gargantuan ecosystem……
Bravo, MDN, for those three concise and funny Takes!
Is there a more loyal customer than an apple customer?
I think not!
Chik-Fil-A? Blackberry? K-Mart?
Hey Mr. Charles Sizemore, I want what you are smoking. May I have your dealer number, please !???
To quote Judge Koh “Are you on crack?”
Windows Phone 7, 7.5, 8 are proving to be as popular as a cup of cold sick.
This guy has a future in comedy, but as an ‘analyst’? Who pays for this drivel?
Guys, it’s all about keeping balance in the world… I mean, we can’t all be complete idiots.
Dumber than a bag of rocks.
Hey, don’t give rocks a bad name! 🙂
Dumb fuck.
And in other news, it was found that Charles Sizemore’s great grandfather, Samuel Sizemore, who held a long position for the stock of the long ago out of business, Buggy Whips Incorporated, wrote to investors in the early part of the last century that he foresaw horse drawn buggies as resuming a demanding percentage of the overall passenger conveyance market. He said he saw no durable long term advantages to the new fan-dangled thing being termed the automobile.
“Microsoft will ultimately pull ahead because Apple has no ‘durable long-term advantages’ to keep customers loyal…”
What he really means is that Apple has not devised a lock-in strategy like Microslut has (Office, Exchange, etc.). I think he misses the fact that Microslut’s lock-in strategy is really only successful with corporate IT departments, and as BYOH becomes more popular the strategy will have less sway over the marketplace than it seems to have today. I know some people of whom I otherwise think highly who would only buy hardware that runs Microslut’s software, but not many. When Microslut’s answer to the iPad is the Surface, you really have to wonder how they could ever come back from the deficit in which they find themselves when compared to Apple and sell-through. And what about customer satisfaction? Does it count for nothing? This guy is clearly attempting to bring some kind of luster back to the stock by sheer bluster.
Even from that perspective his comments are wrong though. What of the App Store? Purchasing a ton of apps that you use daily is a pretty good lock-in. (and what of customer satisfaction – that is a pretty good lock-in)
I took a nap and woke up and read this…
Haaa
“Analyst: ‘Microsoft will ultimately muscle-out Apple as the leader in smartphones and tablets.’ ”
It’s like a headline from The Onion…it looks real, but you just gotta know it’s a joke.
Well an expert says so, it must true.
Are you sure this “analyst” isn’t actually Dick Morris?
There is definitely something wrong with our financial “system” when an idiot like this can have more influence on Apple’s share price than the company’s actual performance.
Interestingly enough, I found this comment using the keywords…
Idiot analyst Sizemore
What the actual fuck is Sizemore’s problem? Just because you don’t understand something, don’t disparage and if you REALLY don’t get it, like he doesn’t get it… STFU.
Another bullshit article .
Someplace, Somewhere, Laura Goldman is saying, “thank GOD someone else is finally proving that they’re dumber that me!”
Is she still in prison?
“Microsoft will ultimately pull ahead because Apple has no ”durable long-term advantages” to keep customers loyal.”
Apple has four:
1) The iPad 1 that I have had for 2 1/2 years is by far the best piece of consumer electronics that I have ever owned. It is the computer I’ve always wanted, going back to a PDP-11. (for you young ones: I had my hands on a PDP-11 in 1975: 37 years ago. )
2) Apple’s and AT&T’s customer service for my iPhone 3G and now 4s is by far the best I’ve had for ANY product I have ever owned.
3) As far as Apple controlling the “user experience”: I WANT a 100 billion dollar company between me and someone who could try to due something malicious to my cell phone. Since I frequently work in remote areas alone, my life could literally depend on this. I’m not going to risk it to a company that is famous for the “blue screen of death”.
4) Now that I’ve been “schooled by apple” in what is possible, I ain’t going back.
To me, Apple’s strategy is just fine. Thank you very much.
One last thing: In more than 20 years of using windows, I never said “Wow look what it can do!”. It has always been 3rd party software: Microstation, Photoshop, Illustrator, or a piece of software that corrects something Microsoft does wrong the has amazed me. Contrast that with the iPad or iPhone, even after 3 years, they amaze me almost on a daily basis.
Yeah, Apple’s strategy is just fine.
Is this opposite day?
Ballmer must be dipping into his retirement fund by now to pay people off to continue to write this Microslothian up beat crap.
“Sizemore discloses that his firm holds a long position in Microsoft.”
Exactly!