Bloor writes, “Nobody needed to butt in and tell him that his statistical skills needed a little polishing, because he contradicted himself in the next sentence by saying that ‘market share gains by Apple cost Microsoft nothing’ and ‘hopefully we’ll take share back from Apple.'”
Bloor writes, “Ballmer is whistling in the dark. Microsoft’s revenues collapsed 17 percent in the last quarter, mostly from the decline in Windows revenues, while Apple still managed to post growth in Mac sales – albeit of a modest 4 percent. Meanwhile the iPhone was taking off like a rocket.
“The tendency of CEOs whose companies are in trouble to become suddenly inept with statistics is legendary, but it’s not in a CEO’s nature to stand up and proclaim ‘the competition is killing us.’ But that’s what’s happening to Microsoft,” Bloor writes. “Competition is killing it.”
Bloor writes, “The coup de grâce here will be the Apple tablet… The new Apple tablet will be a big bad iPhone. It will start to consume the laptop market from the get go. It will be what the Netbook should have been, but never was.”
“Apple now has 90 percent of the high-end PC market. It has slaughtered the competition in that area. But Ballmer thinks that’s unimportant, because it’s low volume. Well take a look at the iPhone’s grip on the hearts and minds of consumers and watch what happens to the Apple tablet, Mr. Ballmer,” Bloor writes. “It won’t be low volume. Apple is coming at you from both directions and you’re caught in the sandwich.”
Full article – very highly recommended – here.
MacDailyNews Take: This is familiar territory for Microsoft; they’ve been feeding their customers shit sandwiches since 1975.
[Thanks to MacDailyNews Reader “James W.” for the heads up.]