November 14, 2012
Cleaning House, Apple & Microsoft Edition
Kevin Kelleher, Pando Daily
Despite their distinct histories and their storied rivalry, Apple and Microsoft have a lot in common these days. Both have shaped, in their own ways, personal computing as we know it today. Both see their futures in a mix of operating software, device manufacturing, and cloud-based services.
Both have unveiled new products this year to positive, if underwhelming, responses. Both have seen their stocks slump in the past couple of months, despite those new products and despite low price-earnings ratios (12 for Apple, 15 for Microsoft – Yes, Apple is now cheaper than Microsoft).
TAGGED: Steven Sinofsky, Apple, Microsoft