By John Gruber
Lex.Games: Free daily word games from Lex Friedman. Not the weird Elon stan;
the real Lex Friedman.
Arne Alsin for The Street, back in October 2001:
To survive, Apple has to convince Windows users to migrate to the Mac platform. But since Apple is not competitive on either price or applications, there is no compelling reason for users to switch. The game is effectively over. Dell, IBM and Hewlett Packard have a stranglehold on the PC industry that is secure, with Dell’s build-to-order model the clear winner over the long term. […]
Apple’s story now is fodder for business historians — don’t make it fodder for your portfolio.
Best part: his disclaimer says he was, at the time of writing, long on Circuit City.
★ Friday, 20 May 2011