[guimarin]

tl;dr Apple is not building any features that MSFT can't copy, because Google gives it away for free it must be a toy to them.

Sounds more to me like an analyst who either a.) bought a lot of MSFT shares or shorted Google/Apple, or b.) works for a company that bought a lot of MSFT shares or shorted Google/Apple. His 'criticisms' of both are specious at best. To rebut his claims about Apple: "no one ever got fired for buying IBM". And as for Google, RedHat has a $1b a year business case for free software.

This guy doesn't understand mobile at all. It's sad if he's able to move the markets with his comments.

[beering]

If you look at the words on the linked page, the "analysis" is from Charles Sizemore of Sizemore Capital, and Sizemore Capital "holds a long position in Microsoft".

[guimarin]

A somewhat tangential point. Like how lawyers have to specify that they're not giving legal advice. and how it's 'best practice' in auto-journalism to disclose when a manufacturer has provided you with perks while 'reviewing' their vehicle. I'd like to see 'analysis' which carries a similar disclaimer, Has a long position in Microsoft, in the original article. Not a link to it. that way no one can copy the press release and miss 'the only important point of the article' which as you say is linked.