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Again, congrats to Apple. But for all you people who really think there is some kind of "war" between Apple and MS, you're stuck in 1994.

Windows vs OS X. iPhone vs. Windows Phone. XCode vs. Visual Studio. Zune vs. iPod. iAds vs. adCenter. Zune Marketplace vs. iTMS...etc...

There's enough similarity in products and services by both companies that makes them competitors.
 
Hey Peoples, we know this doesn't mean that Apple wins/Microsoft loses, but after all the years of being looked down on as redundant/niche/arty farty types, etc. etc. I't rather nice for once to bask in the glow of what is actually quite a brilliant return from the (nearly) dead!

Let's just enjoy the moment, and look forward to what the future may bring.

I totally agree! It's amazing to see Apple, occupying a tiny fraction of Microsoft's computer market, with 100% of the cap value. Meanwhile Apple so easily dominates MS Winmo phone, Zune, Marketplac€, stores and anything else MS tries to copy Apple on.

Jobs started with the very first bondi blue iMac to redefine the computer experience and then began to explode into different markets with the iPod, iTunes, iPhone, and iPad...
 
How can people see this as negative, unless they are MS fanboys voting.

Because some people don't care, if aapl is big or not. Some people see big as negative... the thinking being that the bigger, heavier the company the less agile, and more bureaucratic they are (eventually leading to stagnation, long decision making - longer product life cycles, etc. less innovation).
Although this will happen to a certain degree, (you can't expect a huge company to be as agile as a start-up), let's hope that aapl's size won't slow them down.
 
Microsoft hasn't bothered to try anything innovative for decades. There is room to grow when you're willing to break new ground instead of resting on your laurels.

Fixed it for you. ;)

Microsoft's main source of revenue are
- Windows
- Office

MS fails at pretty much anything besides those monopoly products.
 
This actually means that Apple's stock price is more scrutinized from now on. When you're at the top (at least in a sector) it's hard to find momentum to gain more ground. Microsoft has been flatlined for years. Let's hope the same doesn't happen to AAPL.

MSFT has flatlined because all they're doing milking the windows teet. If they actually made some significant new product they might be able to grow more.
 
inaccurate numbers in article

Apple is at 225.20
Microsoft is at 224.62
Exxon number was correct. Now at 281.65 Billion
 
Who would of imagined this in 1996 when Steve came back to Apple? Only took him 14 years to do what most thought could never be done.
 
Windows vs OS X. iPhone vs. Windows Phone. XCode vs. Visual Studio. Zune vs. iPod. iAds vs. adCenter. Zune Marketplace vs. iTMS...etc...

There's enough similarity in products and services by both companies that makes them competitors.

MS doesn't make a phone...Apple does.

Visual Studio vs. Xcode...are you seriously trying to convince us there is some kind of rivalry here?

Zune vs. iPod...sure, but there are far more MP3 players out there.

iAds vs. adCenter...this is brand new. Let's chat about this 3 years from now.


My point was the whole MS vs. Apple "war" that so many people on this forum talk about every single day. The "war" was an Operating System/personal computer war that ended over 15 years ago when MS' computer market share clearly (and to this day) dominates the Mac OS.

Yes, there will always be "competition" between Apple and MS...just as each has hundreds of competitors in dozens of industries all across the globe.

Not to mention I was quoting the individual who loves to yell broad "MS is dead!" statements. Really, just how is MS dead? Why not yell that the UK is dead? Or that cable tv is dead. Or that pencils are dead. Sheeeeeez.

-Eric
 
Two Things:
1) People that used Windows or general PCs treated Mac users like second class citizens. Saying how Apple was going out of business and you would have to throw away your investment in time and resources with Apple products and relearn everything over again. Going to Windows would be a step backward. People will never forget that.

I had the unfortunate experience of having to use a Mac with OS 9. Believe me, anyone stupid enough to buy one of those things deserved every bit of ridicule they got. OS X, now that's an entirely different story (especially post-Tiger).
 
This is a very glaring indicator that it's time to sell your shares and not initiate new positions in AAPL.

It's not that they can't have sustained growth, but market pricing is a quirky thing. It almost never reflects the true value of a company. As a shrewd investor, your job is to get in when everyone is underpricing the company relative to its intrinsic value, and get out when everyone's overvaluing it... and be happy, move on to the next opportunity and not look back worrying about if you sold it on a Tuesday or a Thursday could you have eked out a few more dollars per share.

Price fluctuations for Apple are uncharacteristically volatile for a company of this size. That means a ton of speculation is going on, and more speculation is like molecules being heated up in a balloon. It inflates. So too is market price for AAPL heavily inflated by speculation, and that puts the investor at tremendous risk of loss.

The belief that a stock going up will keep going up is based on a very myopic view of a tiny fraction of market activity, and a lot of technical analysis hooey/voodoo. Institutions that engage in large scale transactions are still keenly aware of the company's actual net assets and cash generating capacity... but they do little to advise you of the perils because they play both sides of the transaction as market makers providing liquidity, exploiting inefficiencies in the market due to information gaps... of which they are always on the winning side.

Apple as a company will continue to do well, but whether or not they'll keep trading at a price that's ten times what their net assets and future cash flows (discounted to net present value)... that's playing with fire, blindfolded.

Be shrewd and find the next AAPL... instead of riding the same boat everyone else is on only to be left holding the bag when the insiders drop out.


Current P/E hardly reflects a price "heavily inflated by speculation," given the persistent numbers for expansion of nearly every product category. You can argue that Apple cannot maintain this rate of revenue and earnings growth, but analysts are surprised again and again on the upside. Unless you know something that most of us do not, Apple is significantly undervalued.
 
It’s nice to see Apple’s cap increasing but most of you are really out of touch and stuck in the past. Microsoft whether you love or hate them, aren’t the bad guys. In fact, they are some of the good guys. *They sell a series of products and if one chooses, he/she can buy that product if they feel it’s a good fit. Apple is in a similar category. I love my iPhone and I love Microsoft Office. Good or bad they adhere to some basic rules where innovation is rewarded. Google on the other hand dominates search and gives things like Android away for free. I like Android, I just hate how they give it away. How do companies like Microsoft and Apple compete with that down the road? Some of us will pay extra for an IPhone, iPad or HP Slate running Web OS but most people are going to buy device hardware powered by Chrome or Android due to the lower overall cost and massive market share and apps (Android is catching up to the App store fast). Say goodbye to innovation when that does happen. I hope Microsoft’s recent reorganization helps them get serious about mobile. I also hope Apple’s advertising platform can compete with Google. Google is keeping everybody awake at night.

I wish everyone could see things like this instead of having the "you're either with us or against us" mentality.
 
Can we start calling MS beleaguered now??? :D

No, MS is beBalmered. :D

I saw something odd a few months ago at CES, when Balmer stood sweating in front of cameras, in a red sweater, and holding a functionless Sony "me too" tablet. There was a "deer in the headlights" look on his face that kept looking around and asking, "How did I get here? Why am I holding this piece of Android crap?"

Then the power went out.

When they finally got their demos running again, I saw Microsoft...the real Microsoft...in action. Confused, unscripted, derailed, and doing a pretend job of having any substance to talk about.
Here was Microsoft, at THE major annual consumer show with nothing planned out...nothing...not even having an UPS backing up their equipment! It was Ted Mack's Amateur Hour and not a gong in sight.
 
AAPL has a P/E ratio of 21, while the other two are down around 13.

AAPL is the current fad stock.


Apple's P/E ratio has been dropping signigicantly over the last few years even though their price has risen so dramatically. I see it as a stock to invest in for that reason alone: shares go up and so do earnings. That is why investors still invest in it.

As for the MS profits: I agree, MS has had steady profits for years, but the market sees no growth in their market and will always turn to a new boy that is forging new ground. I do see it being in the next 5 years that Apple surpasses MS revenue and net profit.
 
MSFT has flatlined because all they're doing milking the windows teet. If they actually made some significant new product they might be able to grow more.

In a way...but from the 1980s-2000 what did Apple make? A computer, an operating system, and a mouse. Really not much else.

I agree that it would be nice to see MS create some cool stuff that us consumers might enjoy...but MS really has focused on the computer arena and away from consumers until recently....MS has been hugely successful in (just a small list):

  • dominating the consumer personal computer market
  • dominating the business personal computer market
  • dominating the business server computer market
  • providing a lot of business software (Windows flavors, MS SQL, Sharepoint, numerous other software platforms)
  • providing many popular (although I don't use it) development solutions (Visual Studio, .NET, DirectX, etc)
  • dominating the Office business apps (Word, Excel, PPT, etc.)
  • Xbox and all it's related materials


Apple can have all the market cap it wants...and I'm sure it's annoying Microsoft. But when Apple STARTS TO BEAT Microsoft on MS' turf (all points above), then MS should really be concerned. Right now, Apple is just becoming another Sony...and I really like Apple.

Right now Apple has grown its cap by really only having a few products for sale (iPhone, iPod, Macs)...that's good and bad...once the gravy train runs out for those 3-4 products, the market cap will fall.

There's nothing wrong with MS continuing to concentrate on the above bullet list...it's been very profitable for them so far. If MS wants to try to build some kind of widget for $199 for Tommy to use, it can certainly enter that market....and if they fail, so what? Apple has certainly had it's failures. Personally I don't think MS wants to truly become some kind of electronics, non-computer company like Apple or Sony. Let Apple be Apple and Sony be Sony...and let MS be the dominating computer software house.

-Eric
 
1) If this holds any truth at all, that was in 1999. And you know it. (Talk about whining ;)).

2) An UNDERDOG company? Apple are like Rolex, very adept in cultivating a certain public image. Apple stopped being an 'underdog' company a long time ago. That underdog image has worn off by know. And you know that too.

I am referring to Apple of 1997. Reflecting the image of that day.
 
MS doesn't make a phone...Apple does.

Eric, you seriously need to read the papers more often. Either they BOTH make a phone or neither does. They both contract with other to make their phones, and they both make their own phone operating systems.

You diminish all the other points of competition, but that they hardly compete is not due to Microsoft's attempts to do so. They can't even run a decent store, even with the employees they lured away from Apple to do so!

It's been Balmer see, Balmer do, for years.
 
Eric, you seriously need to read the papers more often. Either they BOTH make a phone or neither does. They both contract with other to make their phones, and they both make their own phone operating systems.

Please point me to a URL that shows a Microsoft phone for sale. Not a phone with a MS operating system...an actual phone, created and sold by Microsoft. Microsoft has licensed their Windows Mobile phone operating system for years...but MS does not physically make and sell the phone...just like MS does not physically make and sell computers.

Apple sells a phone called the iPhone...which also has the Apple OS installed on it.

Yes, in one manner, you could say that MS and Apple compete (somewhat) in the cellular phone market because both MS and Apple make a cell phone operating system...but only Apple sells the phone and controls all the points about it (what carrier can have it, pricepoints, etc).

This is exactly my point with posters here...people want to post broad-reaching comments like "MS competes heavily against Apple" but provide 0 details.

-Eric
 
No, MS is beBalmered. :D

I saw something odd a few months ago at CES, when Balmer stood sweating in front of cameras, in a red sweater, and holding a functionless Sony "me too" tablet. There was a "deer in the headlights" look on his face that kept looking around and asking, "How did I get here? Why am I holding this piece of Android crap?"

Then the power went out.

When they finally got their demos running again, I saw Microsoft...the real Microsoft...in action. Confused, unscripted, derailed, and doing a pretend job of having any substance to talk about.
Here was Microsoft, at THE major annual consumer show with nothing planned out...nothing...not even having an UPS backing up their equipment! It was Ted Mack's Amateur Hour and not a gong in sight.

Yes because Jobs has NEVER screwed up at steve note. Nope. Never.

Oh he has! what no wai!!!
 
MSFT has flatlined because all they're doing milking the windows teet. If they actually made some significant new product they might be able to grow more.

MS flatlined because when you have market domination, since you can't grow as much in that market, it's cheaper to send lawyer, politicians to protect what you have or raise the barriers to entry to keep competitors out,
than spend billions to improve your product just to keep your share of the pie.

MS has tried to branch out (media, gaming, internet), but has limited success... probably due to their size, diverse product/service offerings, culture, and structure.

(apple has fewer products, more focused vision, more innovative culture ... more focused market... for now ... their market is widening, let's see what happens if/when they achieve market domination - watch those lawyers)
 
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