IDC analyst Al Hilwa periodically sends out emails with his thoughts on developments within tech companies. Here’s his pithy Monday take on Microsoft and Apple:
Microsoft: All indications are that Windows 8 will be baked in hardware by the holidays and many devices are on the horizon. This is the most exciting thing that has happened to the PC since we moved off of MS-DOS. It is candy store for developers. Microsoft’s next task will be to figure out how to use the tablet strategy to help its phone.
Apple: What’s not to love about dividends and stock buybacks, but this is not really the answer to how will Apple use its cash hoard to get to the next level. If Apple thinks it does not need the cash to get to the next level, then they should absolutely return some. There are other stakeholders who would love to taste some of Apple’s generosity too: how about customers, developers, and the supply chain.
So do you agree or disagree with Hilwa’s assessment that Windows 8 will be “the most exciting thing that has happened to the PC since we moved off of MS-DOS?” Any thoughts on how Apple should use its cash hoard to get to the next level?