By Philip Elmer-DeWitt
April 10, 2012

ACI Research’s Edward Zabitsky, who famously advised clients to short Apple when it was selling for $450 a share, has seen the future and it is Microsoft’s Windows 8 

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.

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