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????我們都知道調(diào)研公司ACI Research首席執(zhí)行官艾德?扎比斯基對蘋果（Apple）的看法。他曾在今年1月致客戶的報告中，將蘋果目標(biāo)股價定為270美元，并建議其機(jī)構(gòu)客戶賣空蘋果。而當(dāng)時蘋果股價為每股450美元。

????本周一，我們又了解到了扎比斯基對微軟（Microsoft）的看法。

????他在致客戶的一份名為《雷蒙德沉睡的雄獅已經(jīng)蘇醒》（The Wounded Bear From Redmond Awakens.）的報告中寫道：“如果這世界上有這么一個公司，懂得如何顛覆一款主流操作系統(tǒng)，那必定是微軟。”

????他用類似啟示錄的語言寫道，即將被顛覆的操作系統(tǒng)正是蘋果的iOS。

????“讓我們走進(jìn)微軟。Windows 8是微軟自Windows 95以來所進(jìn)行的第一次真正變革。它能完美支持各種基于HTML5、JavaScript、CSS3和WebGL等技術(shù)的互聯(lián)網(wǎng)應(yīng)用程序。這些程序?qū)⒔o微軟以及整個業(yè)界帶來顛覆性的變化。千萬別弄錯了——受影響的不僅僅只是蘋果。整個智能手機(jī)及計算機(jī)生態(tài)系統(tǒng)都將地動山搖。”

????扎比斯基的預(yù)言能否實現(xiàn)，我們將拭目以待。

??? 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.