Analyst: ‘Microsoft will ultimately muscle-out Apple as the leader in smartphones and tablets’

“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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68 Comments

  1. 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.

    1. 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.

  2. “….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 !

    1. 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?!

  3. 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.

  4. “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.

    1. 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)

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