On the other hand, I think we could put together a pretty august panel of experts on the topic of tech company success out of HR readers, and end up with no suitable conclusion, and ultimately do no better than this Economist article.
Or, in the developing world, their near religious insistence that trade liberalization will solve damn near everything.
In what way was it sketchy? Was it just because you happen to disagree? I didn't agree with their endorsement of George Bush either, but I still think their argument for their stance was solid.
It's going to take a couple years to get out of that mindset and into the mobile mindset. It's a little bit silly to think that a company with a market cap of 199 B on a PE of 9 which is highly profitable cannot compete with a company worth 300 B on a PE of 15.
It's way too early to be calling the death of Microsoft, Windows might not be cool, but look around any office of an SMB. The idea that these companies are going to switch to Macs (or iPads) and retrain their entire staff is a little ludicrous.