How, and Why, Apple Overtook Microsoft
nytimes.com
How, and Why, Apple Overtook Microsoft
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Re: How, and Why, Apple Overtook Microsoft
#2Good article, but this part was a bit jarring: "Steve would never have made a bigger iPhone. He didn’t believe in it."
He may not have believed in it in 2011, but he may have changed his mind.
Re: How, and Why, Apple Overtook Microsoft
#3Good article, but this part was a bit jarring: "Steve would never have made a bigger iPhone. He didn’t believe in it." He may not have believed in it in 2011, but he may have changed his mind.
Yep. If you watch all of the videos from the D conference, you see Steve Jobs say no to a lot of stuff he later did (e.g. Video on iPod).
Re: How, and Why, Apple Overtook Microsoft
#4[deleted]
Re: How, and Why, Apple Overtook Microsoft
#5>> But he noted that by many measures, Apple shares appeared to be a bargain. “The valuation is still inexpensive,” he said. “It’s less than 13 times next year’s earnings and less than 10 times cash flow,” both below the market average. “Those are very low multiples. They have $140 billion in cash on the balance sheet and they’re generating $60 billion in cash a year. All the numbers are just enormous, which is hard for people get their heads around.”
So would it be a good idea to load up on AAPL stock ?
Re: How, and Why, Apple Overtook Microsoft
#6Apple had the grit, conviction and endurance to see it all through. I mean everybody wrote them off in the mid 90's.
Re: How, and Why, Apple Overtook Microsoft
#7>> But he noted that by many measures, Apple shares appeared to be a bargain. “The valuation is still inexpensive,” he said. “It’s less than 13 times next year’s earnings and less than 10 times cash flow,” both below the market average. “Those are very low multiples. They have $140 billion in cash on the balance sheet and they’re generating $60 billion in cash a year. All the numbers are just enormous, which is hard…
Are you really asking? I wouldn't buy any single stock, let alone a tech stock, with money I'm not prepared to lose.
Re: How, and Why, Apple Overtook Microsoft
#8Apple had the grit, conviction and endurance to see it all through. I mean everybody wrote them off in the mid 90's.
By the late 90's the tide had turned back in Apple's favor though. I was more into AltiVec than iMacs, but the G4 was really a nice box.
Re: How, and Why, Apple Overtook Microsoft
#9>> But he noted that by many measures, Apple shares appeared to be a bargain. “The valuation is still inexpensive,” he said. “It’s less than 13 times next year’s earnings and less than 10 times cash flow,” both below the market average. “Those are very low multiples. They have $140 billion in cash on the balance sheet and they’re generating $60 billion in cash a year. All the numbers are just enormous, which is hard…
Should you have bought a house at this time in 2008?
Re: How, and Why, Apple Overtook Microsoft
#10Is interesting but now Microsoft is the more open company and Apple is IBM from the 1984 commercial. Maybe I'm just older, but now at 30 I'm much more of into Microsoft than when I was a teenager(I never really got on the hate M$ bandwagon though). What they have been doing with Azure and .NET ecosystems is great. They have top engineering and research chops; just look at the new goggles and a lot of their labs projects. MSDN is a wealth of free knowledge. Etc.
Apple is on top of the world right now, but so was Sony 2000. Somehow MS just feels more substantial to me than Apple in 2015.
I realize this is entirely subjective.