[ Thanks to Amos Shapira for this link. ]
“Cisco [CSCO] will surpass Microsoft [MSFT] to become the
world’s largest company this week, and Intel [INTC] is not far
behind. There are a few fundamental reasons behind the one-time
behemoth’s demise, and they lead to only one conclusion: sell
Microsoft in favor of Cisco and Intel. Over the past 52 weeks, the
market has realized these facts, and Microsoft’s stock has
languished while Intel and Cisco have soared. But what factors have
led to their rise?”
“Operating systems are dead. Companies like
Linux, BeOS, and Palm are all striving for the Holy Grail: the
transparent operating system. The same devices that drive demand
for Cisco’s bandwidth and Intel’s processors will not use
Microsoft’s products.”
“Real leadership comes from innovation. Cisco
and Intel both compete fiercely with rivals and dominate markets
because they create the world’s most innovative products. Microsoft
leads with a monopoly and has largely ignored innovation to favor
of integration. Microsoft’s monopoly will end suddenly and
painfully, and it won’t require a government edict.”