Bram de Haas
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Bram de Haas in Special Situation Investing News,

Here's Why I'm Buying Microsoft And Selling Apple

Summary

  • Microsoft will launch Windows 10 on July 29, 2015.
  • This release has the potential to have a very significant impact on the competitive environment.
  • We have seen competitive positions shift on the back of hardware and software releases before.
  • In Taleb's term, Microsoft is antifragile and Apple is fragile towards this release.

Read More: http://seekingalpha.com/article/3271985-heres-why-im-buying-...