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Which tech giants will still be around after 100 years?

economist.com

31–40 of 70 posts

Re: Which tech giants will still be around after 100 years?

#32
A little surprised Cisco comes in for no love ... if your mission is to provide the best platform for routable network equipment, one would hope as long as there are routable networks they should do OK.

Of course, if you don't execute on your mission, dilute your franchise by buying tangentially related companies, gouge your customers, might turn out differently.

Are routers and network equipment going to be a commodity, or is a good platform going to keep providing a moat and competitive advantage?

Re: Which tech giants will still be around after 100 years?

#33

I think Facebook is really in the most danger of the whole group. I can't help but think something else will show up. Apple has a good shot, but I think Dell is not going to be around. It just seems like the integrated model is going to last and Microsoft is going to do it own thing (ala XBox). Google might have serious problems if something other than the web shows up and advertising is harder. I am really not convi…

I think Google's going after data (profiting on ads), commoditizing automotive, transport, energy, medical, computer hardware, telecommunications, software, and social.

Re: Which tech giants will still be around after 100 years?

#38
This article is terrible. It is essentially taking the hottest tech companies of today and making a conjecture that because they have maneuvered well to get where they are, that 100 years from now their methodologies will still apply.

I realized this author had no clue when he/she explained that Microsoft isn't a safe bet while Facebook is. Um, last I checked MS had a $200 billion market cap. I don't think you can compare that to a website that has been in existence for 7 years and hasn't even shown profitability. I'd bet a week's pay that he/she hasn't ever used an Oracle product or could even explain how its database technology is used.

Re: Which tech giants will still be around after 100 years?

#39
post #24

Earlier quoted context omitted.

What is your problem with the Economist?

I'm a fan of The Economist, but their big flaw is similar to Consumer Reports' problem: when they focus on their core competency (Economist: geopolitics and finance; CR: rating home appliances) they're the gold standard. But when they venture outside, such as this case of trying to give a quick overview of what makes a technology company successful over the long term, it's obvious that they're out of their depth. Sim…

I'll have to agree with you there, the part about trashing MS is a little bit silly, Apple is at the top of it's game right now and MS is near the depths of it's game, yet the market cap of the companies are similar and MS just spent the last 10 years being harangued by the DOJ.

It's going to take a couple years to get out of that mindset and into the mobile mindset. It's a little bit silly to think that a company with a market cap of 199 B on a PE of 9 which is highly profitable cannot compete with a company worth 300 B on a PE of 15.

It's way too early to be calling the death of Microsoft, Windows might not be cool, but look around any office of an SMB. The idea that these companies are going to switch to Macs (or iPads) and retrain their entire staff is a little ludicrous.

Re: Which tech giants will still be around after 100 years?

#40
Facebook lasting a hundred years? WHAT?! I hardly see Facebook as being in the same league as technology companies like Google, Apple, and Amazon. In fact, I don't really see Facebook as much of a technology company at all, at least in comparison to those I mentioned.

I wonder if the author would have said the same thing about Myspace 5 years ago. I bet he would have.

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