ORCLʻs report showed a number of things. Their acquisition plans have been spot on... but in the tech world... thereʻs still much money to be made. ORCL just proved that CSCOʻs CEOʻs concerns may be real, but may not affect all Tech. Even with all the Financial Banks, etc getting whacked. They will find ways to STREAMLINE!.CSCO itself surprise us as well. In other words maximizing their networks...so employees leaving the office are well... still in the office. No way theyʻll turn off their Blackberrys. But adding more business users...that may be another story.
RIMM was able to expand itʻs consumer base... basically eat away at the smartphones arena, namely PALM. And the so-called biz smartphones from MOT, NOK, Samsung, theyʻre no match for Blackberrys. AAPL on the other hand rule the multi-media smartphones, eating away at LG & PALM primarily, then NOK, MOT, and the rest.
So there it is... Blackberrys will rule the business space with AAPL being #2. In the multi-media fone space AAPL will rule... and Blackberrys will eventually beat out LG, NOK, Samsung... (MOT stinks)
Speaking of streamlining. that plays into AAPLʻs favor as well. Laptops running Mac & Windows (desktops are for gamers). and the fact that Vista stinks (i didnʻt say it, the Windows fan base are letting it be known. They donʻt want to jump ship necessarily, just complain and hope the Vista service pack fixes the 20% slowdown that theyʻre experiencing). Educational institutions are recognizing the dual-booting Macs as the way to cover 100% of their users (LINUX included). And the fact that professors are having their lectures downloadable, plays into the iTunes/iPod phenomenon.
So, while we are far from a market that is rallying... the gems RIMM, AAPL, GOOG...gets the nod when it comes to earnings. That of course will be based on how it trades prior to reports. We want them to be knocked around...then surprise everyone, which is what RIMM did.