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Drivel from Blodget

I think Henry Blodget is a clueless hypster.  Seizing on Apple's good Mac numbers, he has pronounced the end of Microsoft and Windows.  He writes:

Unlike the last go-round, when Apple got clobbered by the Wintel keiretsu, the macro personal computer trends now favor Apple, suggesting that Macs are going to continue to gain share at the expense of Dell, HP, Microsoft, and others.

What has changed? The dominance of Windows and Office have waned. The most important personal computer application by far these days is the Internet, and there's no advantage to having Microsoft Windows when you use the Internet. The other most popular personal computer apps, web-based email and instant messaging, as well as the advent of Google Apps and other web-based Office clones, there's also a lot less reason than there used to be to use the PC platform that most applications are developed for.

In my opinion, these are baseless, factually-starved ravings from the same analyst who drove the dot-com bubble while at Merrill Lynch, was later bought out by Merrill after the collapse of the same bubble, charged with securities fraud by the SEC, and subsequently settled without admitting wrongdoing after agreeing to a ban from the securities industry for life.

{ 4 comments… add one }

  • Deke Simons December 24, 2007, 7:55 pm

    Good point that everything that Blodget says or writes is tainted forever by his unconscionable conduct over the past few years. People who have been this wrong before simply do not deserve the benefit of being listened to again.

  • Mark Evans December 25, 2007, 5:01 am

    You have to remember that Blodget is a master of self-promotion. He likes to live on the edge because that's what attracts the most attention – and business. But he's also a smart guy so If you pushed back and suggested he's wrong about Windows, he's probably got a pretty good analytical argument prepared. Personally, I like the New Blodget because he's willing to push himself out there.


  • Alec December 25, 2007, 7:01 am

    This is a replay of OS/2 versus Windows, Mark. Apple has built a proprietary platform around Intel components (anybody remember the PS2 bus, for instance, that only IBM sold, and that only OS/2 knew how to talk to?). They're selling a premium OS for that platform, and, with Parallels, claiming it's a better Windows than Windows. Nobody wrote OS/2 apps, and the cost of building hardware for the PS2 platform only was too high. So it failed.

    I'm not saying Apple will fail, but so far this particular strategy isn't one that has managed to unseat Microsoft.

    And you know what, I'll bet Blodget writes his columns using Microsoft Word.

  • Esteban December 27, 2007, 1:02 pm

    You've made an excellent point! http://www.spymac.com/details/?2319811

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