Why Barron's' Piece on Apple and Microsoft Is So Important

Andy Zaky submits:One of my favorite columnists, Eric Savitz, published a well-balanced piece comparing Apple (AAPL) and Microsoft (MSFT) in Barron's Saturday. Its definitely worth a read. He captures, what I think, is a very key concept when assessing these two companies - that one is a value play and the other a growth stock. As I noted in an article I published at Fortune this past Monday, I'll be running an in-depth comparative analysis of these two companies in the coming weeks.While some regard Eric as generally bearish or skeptical on Apple, I've had a chance to follow a lot of his writing over the years and can attest that those concerns are relatively overstated. He's actually very balanced and fair in his writing focusing on both the positive and negative aspects of the company.Complete Story »