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$AAPL . Impact of iPhone (vs $MSFT)

When the iPhone was launched, Microsoft’s CEO Steve Ballmer laugh at the price tag, ‘missing entreprise features’, and how it will not gain significant market share.

Here’s the YouTube video to show:

Fast forward to 2011 (and we are already in Q4 2011), let’s just take a look at how MSFT performed over the last few years (from 2007)

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Tech

$RIMM . $20 is breached.

 

While Apple ($AAPL) is having their conference, $RIMM drop like a stone from its opening rally and breached the $20 mark.

Some key points from Apple’s conference:

1. 93% of Fortune 500 are testing or deploying iPhone (nail in the coffin for RIMM)

2. 3 out of 4 tablets sold in US are iPads

“Consumers don’t want tablets..they want iPads” – Tim Cooks

3. iMessages are pushed to all your devices – securely encrypted end-to-end

 

I believe the above 3 points are enough to show how much catch up RIMM has to do.