My guess is that Apple won't just pass Microsoft in market capitalization, but will go way beyond it.
Sentiment: POSITIVE
It might take some here and there, but Apple's market share in the global computer business has really shrunk pretty far, and where they've been making success recently is not in the computer business but in the iPod music business.
As you know, Microsoft eventually kind of grabbed the gold ring out of Apple's hands, I guess.
I think Microsoft will have to change. I think that the business of Microsoft, the company of Microsoft, is going to continue to succeed. But I think the business model of Microsoft is going to have to change.
Microsoft certainly makes products for the Macintosh.
In the Mac vs. PC ads, Apple bills itself as the antidote to Microsoft. To love Apple wasn't to sell out. It was to buy in. Most people use PCs, but Apple has the mindshare.
It feels as if ever since the iPhone was released, the Macintosh computer has become just another leverage point in this other operating system's marketing plan.
The core value that differentiates Apple is our ability to innovate.
Apple has a culture of excellence that is, I think, so unique and so special. I'm not going to witness or permit the change of it.
Apple really has no presence in business, and we think Vista's going to have a huge presence in business. We think we're going to help the corporate IT stack save money.
I don't really think anything Microsoft does puts pressure on Apple.