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revenuee said:
I don't think that was the point of the comment on Google. Even if it was, I would add that I believe Google is surfing a wave right now, but that I'm not convinced that they really know where they're going.

I think the entire iGoogle system shows that Google has pretty good idea of where it is going.

the iGoogle system is taking advantage of faster processing speeds and faster internet connection to develop a world wide main frame.

Take Google docs -- sure, in their infancy they probably don't pose a real threat to Office software, but give it development time. What other software solutions can we see?

integrated google mail and calender.

is online photo editing software that far away? how about video editing?

google is building a foundation for powerful next generation internet devices.

speculation? off course it is ...but am really off my mark?

You are spot on. I have a feeling someday, somehow Google and Apple will be one company.
 
Damn, I keep missing out on great opportunities to buy Apple stock. I need to get my butt in gear! :)
 
That photoshop express thing is pretty sweet --

Although it's starting to make me think of all the privacy issues of haveing EVERYTHING on some network like that. --- AWWW haha

Damn, I keep missing out on great opportunities to buy Apple stock. I need to get my butt in gear! :)

or consider shorting ... LOL

nah ... I think it might just have a little more steam --- or a split <-- this is just unfounded speculation
 
At least Apple, unlike google, actually produces a product, does R&D, and contributes something rather than just sucking up other peoples work and selling advertising.
Indeed. I can't help but stare blankly when people criticise Microsoft for lack of creativity then rally behind Google.

There's a single product that could kill the entire Google business model: AdBlock. If it ever gets widespread adoption, watch that stock crash.
Brin, Page and Schmidt are great businessmen; what is their deal with "non-profit-making" Mozilla if not a way of keeping a controlling hand on the web browser to forestall this? Come on MS, kick Ballmer to the curb and bring back the '90s competitive Microsoft that was so hated for thinking forward (desktop builders not integrating a browser, raise your hand?). Build a search engine that exists primarily to demonstrate engineering excellence and promote the Microsoft brand, ad-free and with for-pay corporate services. Make it integrate beautifully with Windows, but operate gracefully from all platforms. Then incorporate an AdBlocker in IE ;).
 
I bought mine at $33 in 1984, two splits ago (net adjusted price is $8.25).

At least Apple, unlike google, actually produces a product, does R&D, and contributes something rather than just sucking up other peoples work and selling advertising.
MacOS licenses hidden in the price of hardware capable of running it ( legally), but standard in all other aspects is a product ( except cracking casing)? $2.400/year mandatory iphone contract is a product? License to listen music on ipod is a product?

There's a single product that could kill the entire Google business model: AdBlock. If it ever gets widespread adoption, watch that stock crash.
Then site owners will swich to embedded text ads like
Subj: My iphone cracked a [ AD.BY.GOOGLE: IPHONE UNLOCK WWW.UNLOCK.BAR] part plz help!
 
Pretty impressive. Major companies are losing money while Apple is gaining.

Makes me wonder what will happen in the next 10 years. Only good things from Apple!
 
This is so funny. I just watched Pirates of Silicon Valley (that movie is hilarious, everyone needs to watch it) last night, and how things have changed since that movie was made...

Except I bet Steve still hates IBM with a fiery passion.
 
put things in perspective

At one point (circa 1999) Microsoft market cap. was more than $500 bln or double what it was today.

AAPL current earning per share is $5.11 and its current P/E is 35 a number well above the S&P average.

AAPL has never given out dividend. Microsoft has brought back shares albeit very meager. To an old school investor, why invest in a company that has never pay dividend or buy back shares. Remember AAPL is not a young company. It has been around since the 70s, but I'll give Apple the benefit of the doubt for it has a rebirth in 1997 or there about.

AAPL growth potential is subject to current economic condition as well as future prospects.

AAPL core consumers (fanatics) cannot support this high volume business, obviously.

IMHO, the economy is at the start of a massive correction that will challenge the vitality of capitalism. We are not in a recession, rather a stealth depression! No matter how fabulous Apple products are, Apple is not immune to this harsh economic reality that the world is finding themselves in.

Cinch
 
AAPL core consumers (fanatics) cannot support this high volume business, obviously.

While you are correct that a core of fanatics could not support Apple's current valuation, I think it is pretty clear that Apple has expanded beyond that core and plans to push (HARD) even further next year. That is why it pre-announced that it would be letting profit margins decline - because it is planning to lower prices to bring in more business.

IMHO, the economy is at the start of a massive correction that will challenge the vitality of capitalism. We are not in a recession, rather a stealth depression! No matter how fabulous Apple products are, Apple is not immune to this harsh economic reality that the world is finding themselves in.

You're right, this is not a recession. The economy is still growing to the chagrin of all the doomsayers.
 
It's not much of a surprise that Dell are "only" worth 50 billion, but saying that, I really do doubt that Mr Dell will really care too much.

Maybe he won't buy 400 bugattis with the interest he earns every day.


What is interesting though, is how rapidly Google has gained ground. That's a lot to earn off adverts. Viva la Adblock (firefox)/Content Blocker (opera).
 
This is so funny. I just watched Pirates of Silicon Valley (that movie is hilarious, everyone needs to watch it) last night, and how things have changed since that movie was made..

Including the truth. This is a movie, not a documentary.

AAPL has never given out dividend. Microsoft has brought back shares albeit very meager. To an old school investor, why invest in a company that has never pay dividend or buy back shares. Remember AAPL is not a young company. It has been around since the 70s, but I'll give Apple the benefit of the doubt for it has a rebirth in 1997 or there about.

Apple did pay a dividend, from 1987 to 1995. It was pretty paltry, but to say never is not correct. They also bought back shares when the stock price was very depressed, during the early 2000s is my recollection.
 
This is so funny. I just watched Pirates of Silicon Valley (that movie is hilarious, everyone needs to watch it) last night, and how things have changed since that movie was made...

Except I bet Steve still hates IBM with a fiery passion.

It wasn't as bad as Hackers. That really did glorify the Unix screen beyond what it was. Only decent thing about that I guess was Angelina Jolie, before she got famous.
 
Apple did pay a dividend, from 1987 to 1995. It was pretty paltry, but to say never is not correct. They also bought back shares when the stock price was very depressed, during the early 2000s is my recollection.

My apology if I was incorrect.
 
I wouldn't say that Dell or Microsoft are "dead" exactly, but they are flopping around like fish on a dock. Dell is in a particularly difficult position because their fortunes are tied directly to the Windows PC business, which isn't growing very much, and which in turn is effectively directed by Microsoft. Dell's ability to control their future is spectacularly limited.
 
I wouldn't say that Dell or Microsoft are "dead" exactly, but they are flopping around like fish on a dock. Dell is in a particularly difficult position because their fortunes are tied directly to the Windows PC business, which isn't growing very much, and which in turn is effectively directed by Microsoft. Dell's ability to control their future is spectacularly limited.

What about a full switch to Ubuntu?


The downside to Apple out growing Microsoft is they lose the "I am a small fry" love they get. Once Apple marketshare grows larger than Windows I fully expect the EU to go after them just like they went after MS. If Apple doesn't unbundle the hardware and software I am not sure how they would ever claim more marketshare than MS.
 
What about a full switch to Ubuntu?

That would grow their market share down to about 2%.

The downside to Apple out growing Microsoft is they lose the "I am a small fry" love they get. Once Apple marketshare grows larger than Windows I fully expect the EU to go after them just like they went after MS. If Apple doesn't unbundle the hardware and software I am not sure how they would ever claim more marketshare than MS.

Apple doesn't get any "small fry love" from me, but I don't see the Mac's market share rivaling Windows any time soon, if ever. Anything north of 15% would be huge.
 
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