51–60 of 142 posts
Also: More controlling than Microsoft.
controlling, maybe. MSFT is not the most "controlling" tech company out there (take a look at electronics and automation companies for real tight arsed behaviour) The problem people had with MSFT is their use of market dominance to kill off competition.
Did MG Siegler just violate SEC laws by not disclosing if he owns Apple stock and telling thousands of his readers that Apple stock will continue to increase?
The thing that's most interesting about all this is the predicament that Microsoft now finds itself in. They just lost two top guys - J. Allard & Robbie Bach - and you have to wonder just how rudderless Microsoft is at the moment. They've invested heavily in their core tech - mostly a good idea - but then they have really nothing to compete with Apple or Google in the mobile space, at least until their new phone os h…
J Allard has apparently ruled out working for Google or Apple, and wants to focus on extreme sports instead: http://www.techflash.com/seattle/2010/05/bach_allard_leaving...
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Just so you know, Goldman Sachs' P/E has nothing to do with this discussion. GS is a player in an entirely different industry and it is useless to compare this one statistic between two tech companies.
>Goldman Sachs' P/E has nothing to do with this discussion Nothing? Don't you think that's a little strong? P/E reflects growth prospects, and a large, established financial company has limited growth prospects. Just as a large, established, coasting tech company tends to have lower P/E ratios. GS lives in an industry with lower P/E ratios, but saying that it has "nothing" to do with it is terribly wrong.
There are plenty of other large cap companies to compare MS to that are far more applicable, look at Proctor and Gamble's P/E is 16.06. Colgate Palmolive's is 19, IBM's is 12. Those are more comparable/normal.
The thing that's most interesting about all this is the predicament that Microsoft now finds itself in. They just lost two top guys - J. Allard & Robbie Bach - and you have to wonder just how rudderless Microsoft is at the moment. They've invested heavily in their core tech - mostly a good idea - but then they have really nothing to compete with Apple or Google in the mobile space, at least until their new phone os h…
> a GBox has a nice ring to it actually. Let's not go there ok ?
Smells like an Apple bubble?
Actually, their P/E ratio has been steadily declining over the past five years, even as their stock price has risen dramatically. Usually a stock is considered overvalued if the P/E ratio is really high. But this chart (stock price on top, P/E ratio on bottom) seems to indicate that AAPL is not being overvalued by the market as the stock price goes up: http://bigcharts.marketwatch.com/advchart/frames/main.asp?ti...
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> a GBox has a nice ring to it actually. Let's not go there ok ?
The reality is we are going there because Google (along with Apple) are both developing 'connected tv's (aka, wifi enabled, OS running tv's). Not exactly an attempt to go right at Sony, Nintendo, etc, but Apple has shown how disruptive a sideways entry into a new market can be (or was that more of a happy accident stumble sideways?). Plus, I think the 'game companies' fail to recognize what a huge market casual games…
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Exactly! One of the best essay in PG's H&Ps book in my opinion was the one that explains how winning doesn't have to be a zero-sum game, you can generate wealth. This seems a no brainer but a lot of people don't get it. Many predict that a similar thing will happen in the battle between Google and Apple.
It interesting view this google vs apple in: http://www.google.com/finance?q=NASDAQ:AAPL+goog put the graph to 1y or 5y.
The thing that's most interesting about all this is the predicament that Microsoft now finds itself in. They just lost two top guys - J. Allard & Robbie Bach - and you have to wonder just how rudderless Microsoft is at the moment. They've invested heavily in their core tech - mostly a good idea - but then they have really nothing to compete with Apple or Google in the mobile space, at least until their new phone os h…
Bach may have been fired precisely because HP bought Palm rather than continuing as a Windows Mobile customer: http://blog.asymco.com/2010/05/25/the-reason-robbie-bach-was... J Allard has apparently ruled out working for Google or Apple, and wants to focus on extreme sports instead: http://www.techflash.com/seattle/2010/05/bach_allard_leaving...
Wow, I really thought they had a better grasp of the market trends and were at least aware of the major problems they face.