“The biggest hint of things to come in 2010 and beyond are tied up with three specific pieces of information that appeared near the end of 2009,” John C. Dvorak writes for MarketWatch. “The first two were the iPhone sales figures and the iPhone Internet usage rate. The third was the fact that Amazon.com Inc.’s Kindle was the No. 1 high-tech Christmas gift.”
MacDailyNews Take: Amazon’s charade, er… Kindle was Amazon’s “bestseller based on units ordered from November 15 through December 19” in their electronics category, followed by Apple’s iPod touch 8 GB, with the Garmin nuvi 260W 4.3-inch GPS in third place. As always, no specific sale figures were provided by Amazon, so we have no idea if Kindle, which available only via Amazon, outsold the specific 8GB iPod touch model on Amazon.com by 1 unit or 10 million during the Nov. 15 – Dec. 19 period. Perhaps tellingly, Amazon has never given any meaningful hard numbers regarding Kindle sales. Anyone who swallows Amazon’s Kindle PR is a rube.
Dvorak continues, “2010 will probably be a moribund year for the likes of Dell Inc. and Hewlett-Packard Co. insofar as PC sales are concerned. And I suspect continued success for Apple Inc. if and when it rolls out a tablet computer which seems to be a giant iPhone of some sort.”
Here are my predicted winners and loser [sic] for the upcoming year:
• Intel Corp.
• Apple Corp. [sic] “The company is on fire and will continue its hitting streak if the Apple pad computer has the same impact as the iPhone. This winning streak should take the stock close to $300 if not higher.”
• Nintendo Ltd.
• Google Inc.
• ValueClick Inc.
• Dell Inc.: “Dell cannot get a break and I cannot see the company righting the ship next year. Its entry into the phone business won’t help since the company has no core competency in this area. It has tried to follow Apple’s lead before with a music player and got nowhere. The company tried to spice up its image buy buying Alienware and could not manage to integrate the operation and let it languish. Its ultra-thin notebook looks great when closed but ridiculous when opened. More recently the acquisition of Perot will tax the management to an extreme as most weird mergers do.”
• Oracle Corp.
• Microsoft Corp.: “Once the bloom is off Windows 7 and the stock tails off I cannot see the company doing much more than squandering its cash reserve while continuing to milk the cash cow. The executive judgment at the top that would have paid Yahoo Inc. $35 or so a share is unsettling. That deal could have broke [sic] the company for good. Other dumb deals lurk to entrap this company.”
Full article here.
MacDailyNews Take: “Microsoft executive judgment” is an oxymoron approaching the level of “Microsoft Works.”