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  • Google vs Apple 0 comments
    Feb 7, 2010 1:21 AM | about stocks: GOOG, AAPL, MSFT, BIDU

    Hi everyone,

    I would like to talk today about the Google and the Apple rivalry we’ve seen unfold over the last year or two. Some of you may have read my former article on the Apple iPad. Personally I am a little disappointed in the hard drive setup they’ve chosen – but anyway that’s a story for another day.

    To start with a little background info – Eric Schmidt – CEO of Google – was formerly on the Apple board of directors. Things were going smoothly, with the iPhone incorporating Google maps, and Youtube access, but what we’ve seen happen though is that with the introduction of the Google Android OS, and the Chrome Browser, and some interest from the FTC, Schmidt resigned, citing conflicts of interest.

    This was all fine and well but since then we’ve seen Google take another angle. They’ve gone from a company that works alongside Apple – to one that has seemingly decided to copy them outright. The Nexus one is designed to go directly in competition with the iPhone, the Chrome OS-Based Tablet was released right when the iPad came out (see pic below), but there are other things too. Apple has recently purchased an online mapping company called Placebase – which I’m sure it doesn’t take a rocket scientist to realise is going to be used to create a replacement for Google maps in future.

    Apple Tablet - Picture Courtesy of

    Picture Courtesy of

    Now what I haven’t seen news of yet is any information about Apple creating a search engine (only rumours) – but I feel that this is just around the corner, and I’ll bet Google knows it too. Apple could now put it as the default homepage for every Safari browser, spanning all Mac’s, iPhones, iPod touches, iPad’s, and while I realise that Internet Explorer and Firefox are still the big market share holders, I think you’ll find Microsoft’s Bing isn’t exactly great news for Google either. Potentially pulling out of China and leaving Baidu to mop up the cash can’t exactly be great for the future of the company either – but of course we’ll have to wait and see how that plays out.

    Perhaps then, knowing all of this, it’s no surprise that the founders of Google, recently announced that they will be selling 10 million shares in the company. I know this only represents 17% of their holdings, so this is far from conclusive evidence, but I did find that news to be very timely considering the current situation. Google’s shine really does appear to be wearing off and now its crunch time to see if they can continue to be at the forefront of the IT market for years to come.

    I hope you enjoyed reading. Have a good day and please leave comments!

    Kind regards,

    Jonathan Preston


    Disclosure: No positions in any of these stocks right now.
    Stocks: GOOG, AAPL, MSFT, BIDU
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