Here's a quickie note from the Mercury News: Apple has leaped ahead of HP as the planet's numero uno semiconductor buyer.What this factoid implies is that sales of handheld devices are now beginning to pull away from those of personal computers. Does that shift suggest a move into the world of devices and a move out of PCs? Well, that may depend on the public's embrace of tablets as de facto computers. We're not quite at that threshold yet. Keyboards on tablets offer disappointing user experiences. Tablet screens just aren't as big as those on desktops, a key factor for most detailed visual work.
However, it wasn't so long ago that the supposedly smart Wall Street money looked at Apple -- when the herd looked at Apple at all -- as a niche company with a fanatical following. Microsoft ruled the roost. Whatever Apple's flaws (notably its annoying hubris), the company's success is living proof that the not-so-smart consumer may be a lot smarter than Lower Manhattan's bulls.
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