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January 23, 2013


I agree 110%. There's no sanity here. Did you listen to the MSFT earnings call? - miserable. Klein refused to say how many Surface RTs they sold, or forecast how many Surface Pros they expect to sell. They're "ramping up production and taking the RT into 14 new markets?" And no analyst drills down on THAT?

Meanwhile, the CNBC gang trips all over itself trying to put lipstick on the single-digit growth pig. $596 million revenue in the Entertainment and Devices (Xbox, Surface and games)? - are you kidding me? And a half billion more loss in corporate?

Apple will come back. You can't lose money unless you sell, if you bought a year or 2 ago.

Well said. There's a lot of growth potential ahead.

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