That's all it is. WP7 is already creating envy in my iphone-toting teen. Wait'll they see this stuff. Android fans like to talk dual-core and 4G but they miss the point completely. MSFT is optimizing the software so that less expensive hardware overkill is required to blow away customers with a great experience. The hardware's good - qualcomm Snapdragon2 - and the software overachieves. That's how MSFT and Nokia plan to take WP7 to Russia, India and China, for example, where carriers don't dole out the massive subsidies we have seen here in the States. IE9 and Bing integrated into the phone so completely are opening up a new dimension in Smartphones that's far beyond Android's iphone copycat approach. Already, the integration of Facebook into WP7 is noteworthy. Mango's taking it to another level.
So is a p/e of 20 justified for MSFT? Although Bing and WP7 are excellent, the marketshares haven't put MSFT into the lead (especially in WP7). Meanwhile MSFT has had trouble generating net income from it's number 2 search engine. However, as Warren Buffett pointed out, MSFT is a value play. It's not cigar butt, but it's at a p/e of 8.75x forward earnings. MSFT is priced like it's a dead man walking. Well, if making the best stuff makes you a dead man walking . . . but it doesn't.
Strat,from your post,qualcomm here & GSM for Europe??? IF so,brilliant strategy as hits both venues...NOT a techie,so can one phone have switchable technologies & if so,does that add to the cost of the phones??? OR two separate phones for locale???
Theoretically, you could have a phone that offered both technologies, but I have not heard of one. Previously, you wouldn't have been saving much money, but with the new expensive touchscreens, it might happen. It would be a little confusing, since a GSM phone can be unlocked and made portable, by switching SIM cards (the provider can lock it without your knowing it, and they often enforce their contracts that way). A CDMA phone is essentially tied to the provider - it is possible to switch them over, but it doesn't happen as much as it happens with GSM.
Forbes June 6th mag has good article aboutSkype purchase with overseas cash(reason for high price,to avoid repatriate taxs here)...Says a winner & will be proven so...Just maybe my legacy shares for kidders won't have to wait for their kidders to make a buck,LOL,GLTA...