I don't really think anything Microsoft does puts pressure on Apple.
Sentiment: NEGATIVE
My guess is that Apple won't just pass Microsoft in market capitalization, but will go way beyond it.
I think that Microsoft will increasingly feel margin pressure from Linux as well as people saying: well actually the applications that really matter to me are not on my PC. And so they're going to be able to extract less of a monopoly rent, so to speak.
Microsoft certainly makes products for the Macintosh.
I don't try to be a threat to MicroSoft, mainly because I don't really see MS as competition. Especially not Windows-the goals of Linux and Windows are simply so different.
Microsoft has a monopoly over the desktop operating systems.
Apple has always leveraged technologies that the PC industry has driven to critical mass - the bus structures, the graphics cards, the peripherals, the connection networks, things like that - so they're kind of in the PC ecosystem and kind of not.
The Apple has the fewest bells and whistles. It has simple sound and few graphics special effects. In a way, that is a weakness because markets for the other machines are getting bigger.
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.
As you know, Microsoft eventually kind of grabbed the gold ring out of Apple's hands, I guess.
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.