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• HP + EDS vs. Microsoft + Yahoo: Lower Degree of Difficulty, Better Execution
• 2 days ago
• HP has announced its intent to buy EDS and the process is already in stark contrast to the failed one Microsoft used on Yahoo. IBM is the competitive target for the HP acquisition and HP moved ahead of IBM some time ago in terms of worldwide revenue, though with a distinctly different product mix. HP [...] ...

• Apple iPhone 2.0 vs. RIM Bold: Hold for Bold
• 3 days ago
• In an attempt to avoid what likely would have been significant erosion to its installed base, RIM announced its BlackBerry Bold this week. Information is leaking out, but we know less about the second-generation iPhone. The fact that it remains an entertainment-oriented device suggests that, for business, it makes sense to hold off on buying the [...] ...

• The ClearCube Split and the Apple Breakup Conundrum – Will It Work This Time?
• 6 days ago
• Since the beginning of the personal computer market, one argument was defined by an initial disagreement between Apple and Microsoft about whether PC hardware and software needed to be closely coupled. Microsoft initially appeared to win this disagreement. (A copy of the letter to Apple’s CEO from Bill Gates suggesting Apple license can be found [...] ...

• Why Linux Doesn’t Work on the Consumer Desktop
• 10 days ago
• In my last post, I wrote of Google’s apparent intention to put Microsoft out of business. One of the folks posting on the piece asked a question about why Linux isn’t more frequently used in the home. Because this actually speaks to why Vista isn’t doing better and what it would take to create a real competitor for [...] ...

• Google’s Strategy to Kill Microsoft
• 13 days ago
• In a way, this is almost like déjà vu for me, as in the early days of the computer business the talk of one vendor trying to kill the other was what kept you fired up, particularly when it was you the other vendor was trying to kill. In the Google-Microsoft battle, clearly the rhetoric [...] ...