Michael Gartenberg Market Quotations

Video was certainly the buzzword. There seems to be more and more interest in the video space in 2006 as well as more and more growth in the music space, with lots of people conspiring on how they can wring market share from Apple.

Sony was not early in the plasma TV market even though consumers showed interest in it. Other Asian competitors were able to get products out faster and capture the minds of consumers.

This is not such a watershed moment for Microsoft, but another step in a process that's been years in the making to get the right devices and the right partnerships out there and demonstrate to the market that this is a viable platform for these types of large scale projects. Typically what you do see in situations like this is that success breeds success.

This blitz is a reminder of the fact that while enterprises are extremely important to the company, HP has not lost the focus on things that it excels at. The consumer market can be very lucrative as consumers move beyond using their PCs just for e-mail and word processing.

The mere notion that a Palm device could be built around anything but the Palm OS means that the market is shifting and that anything is possible.

I don't think Microsoft plans on ceding this market to Apple or anyone else at this point in time. What that means in terms of tactical solutions, it's too early to tell. They're probably considering any number of different options.