Apple 2.0

Covering the business that Steve Jobs built

Analyst: 'The entire cellphone and computing ecosystem will be shaken to the ground'

April 10, 2012: 3:01 PM ET

ACI Research's Edward Zabitsky, who famously advised clients to short Apple when it was selling for $450 a share, has seen the future and it is Microsoft's Windows 8 

Click here to hear Zabitsky getting grilled on CNBC

We know what Ed Zabitzky thinks of Apple (AAPL). In a note issued in January, when the stock was selling for $450 a share, the CEO of ACI Research set a price target of $270 and told his institutional clients to sell it short.

On Monday, we learned what he thinks of Microsoft (MSFT).

"If there is one company in the world that understands how to slay a dominant operating system, it is Microsoft," he begins his latest missive, a note subtitled "The Wounded Bear From Redmond Awakens."

The dominant operating system that needs slaying, he writes in language with apocalyptic overtones, is Apple's iOS:

"Enter Microsoft. Windows 8 is Microsoft`s first genuine paradigm shift since Windows 95. It completely embraces web apps based upon technologies like HTML5, Javascript, CSS3, WebGL, et al. Web apps will cause a violently disruptive change for Microsoft and for the entire industry. Make no mistake -- this is not just about Apple. The entire cellphone and computing ecosystem will be shaken to the ground."

This we've got to see.

Join the Conversation
About This Author
Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for

Email | @philiped | RSS
Current Issue
  • Give the gift of Fortune
  • Get the Fortune app
  • Subscribe
Powered by VIP.