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Google (GOOG) vs. Apple (AAPL) is the mobile industry's "defining fight," says Eric Schmidt in...

Google (GOOG) vs. Apple (AAPL) is the mobile industry's "defining fight," says Eric Schmidt in an AllThingsD interview, while boasting cumulative Android activations will top 1B in a year. Schmidt, who recently refused to promise Google's iOS search deal will last, also took another shot (previous) at Apple's legal actions, promised Google won't become a content developer, and (citing regulators and a "pretty binding" Microsoft-Yahoo deal) downplayed the odds of a Google-Yahoo (YHOO) search deal.
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Comments (31)
  • hermanbrut
    , contributor
    Comments (266) | Send Message
     
    We investors can play both sides here. Just buy both GOOG and AAPL and enjoy the "fight."
    11 Oct 2012, 10:53 AM Reply Like
  • chopchop0
    , contributor
    Comments (3950) | Send Message
     
    or XLK :D
    11 Oct 2012, 10:57 AM Reply Like
  • fmchanhk
    , contributor
    Comment (1) | Send Message
     
    Yes - we can buy both on Bad News / Publicity for each company!
    11 Oct 2012, 04:12 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    why did GOOG abandon HTC.
    11 Oct 2012, 11:09 AM Reply Like
  • chopchop0
    , contributor
    Comments (3950) | Send Message
     
    HTC abandoned the tablet market. Haven't heard about GOOG abandoning HTC though
    11 Oct 2012, 11:17 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    no more HTC nexus phones, why give Samsung and now LG that expertise.

     

    GOOG supports fellow Tw Asus tablets ...
    11 Oct 2012, 11:19 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    but AAPL and GOOG have different sources of revenue. so how close are they competitors.

     

    someone explain this succinctly. not the same stuff or generic already out there.
    11 Oct 2012, 11:24 AM Reply Like
  • what do I know
    , contributor
    Comments (1049) | Send Message
     
    your question asks how Goog is earning any money- it is the same thing as Facebook, the money is coming from advertising and it has access to all the smartphone using droid. You know how Apple is earning money, right.
    11 Oct 2012, 01:36 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    so what was the late-Steve Jobs beef then if Eric Schmidt recused himself and already bought Android.

     

    Without merit? ... or where is the merit of all this.
    11 Oct 2012, 01:42 PM Reply Like
  • mustbepatient
    , contributor
    Comments (86) | Send Message
     
    Sam Liu, in my view there are two platforms that dominate - iOS and Android. One of them may become as powerful (and profitable) as Windows was to the PC era. It's true that Apple and Google make their smartphone money slightly differently (although Google does have Motorola and Nexus), but it's the end goal that they are both racing towards. IMHO Android's market share already shows who will be the main player and who will eventually be more marginalized (although still nicely profitable).
    11 Oct 2012, 11:36 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    thanks, i try to avoid being a Apple fanboy, but my Mac and iTouch just work and if they don't it is quickly resolved at Apple Store.

     

    Not true with Windows laptops and HTC Android Evo 3d, it's a hassle.
    One day when I switchover to the iPhone means there is no turning back ...

     

    Let me give an example of contrasts, KO vs PEPsi. In the mid-90s, KO principally earned money from restructuring its bottling companies and streamlining operations, while PEP made most of its money from its Frito Lay division-- I doubt sources of revenue have changed much. So are they actual competitors?
    11 Oct 2012, 11:47 AM Reply Like
  • COS911
    , contributor
    Comments (43) | Send Message
     
    I would say they make their money pretty differently, at least now--might change as GOOG absorbs Motorola. Bt GOOG is really an advertising/media company, that is their big revenue stream for now, whereas AAPL is primarily a software developer/marketer and hardware engineering firm. But just as Microsoft and AAPL make good money on PC OS development, there would seem to be plenty of room for both to make real good money on smartphones for the foreseeable future.
    11 Oct 2012, 01:27 PM Reply Like
  • ubeenfranked
    , contributor
    Comments (260) | Send Message
     
    The question of competition deals with the consumer's choices for products that address similar market segments. It is irrelevant to question how each competitor makes profit - the fact of the matter is that an additional android phone sold is a lost potential iphone purchase. It doesn't matter that the android phone is given away for free, while the iphone costs money. Each company will choose its own monetization strategy.

     

    For example, video game developers may utilize a "freenium," or free to play model where advertisements or add-ons in game generate revenue. That does not mean that they don't compete in a very real sense with the traditional console or upfront purchase model. This is why you see a lot of pressure on console and big investment game developers as a result of lower cost, ad subsidized, freenium entertainment. You can make the argument that I'm referring to two very different market segments, but I'd respond that there is much overlap and these goods serve as near-substitutes.

     

    In the case of GOOG and AAPL, the goods are nearly perfect substitutes, a phone is a phone, however the ecosystems surrounding each of them are very sticky, especially the loyalty seen toward Apple products.
    11 Oct 2012, 04:26 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    thanks, my HTC android operates like my experience with cn Vista Basic
    11 Oct 2012, 08:25 PM Reply Like
  • chopchop0
    , contributor
    Comments (3950) | Send Message
     
    For every HTC or Vista Basic, there's a Samsung and an XP/W7 I truly believe that Samsung and Motorola have improved the android experience. HTC is crap
    11 Oct 2012, 08:35 PM Reply Like
  • stoploss_is_your_friend
    , contributor
    Comments (60) | Send Message
     
    I said buy both, you can't lose with either. Although iOS is better in many ways, with android, FREE is the keyword. Even the same app is cheaper at Android's Play.
    11 Oct 2012, 12:56 PM Reply Like
  • chopchop0
    , contributor
    Comments (3950) | Send Message
     
    assuming amazon doesn't give it away as its FAOTD
    11 Oct 2012, 12:58 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    though i bought the evo 3d in SF, google play as well as google drive don't work in cn.

     

    the HTC was not free. Unlike this replacement 2011 17" Macbook Pro.

     

    Not free either, but for a trade in of an 09 refurb purchased 17" MacBook!!

     

    Christmas in April 2011
    11 Oct 2012, 01:07 PM Reply Like
  • chopchop0
    , contributor
    Comments (3950) | Send Message
     
    I have to say, I think samsung is the "premium" brand for Android, along with maybe Motorola. HTC is focused on building the "cheaper" phones in my opinion. They seem to be buggier, especially with HTC sense --- I hated that on my inspire. Samsung works a lot better.
    11 Oct 2012, 01:09 PM Reply Like
  • cameronusa
    , contributor
    Comments (5) | Send Message
     
    Agreed.. good idea to buy both.. Both are strong leaders in personal productivity technology.. and both have a large impact on commerce, as the personal/business lines are blurred as they relate to commerce. The same people using personal technology are often the people using business technology... both Apple and Google are valuable to both of these spaces.
    11 Oct 2012, 01:04 PM Reply Like
  • Mortonk
    , contributor
    Comments (174) | Send Message
     
    Samsung copied Apple, it's blatantly obvious to anyone who's seen Samsungs pre-iPhone offerings......they should have stuck to televisions and hoovers....!
    11 Oct 2012, 01:39 PM Reply Like
  • chopchop0
    , contributor
    Comments (3950) | Send Message
     
    Yeah, apple, the creator of ideas

     

    http://bit.ly/Pqsl0i
    11 Oct 2012, 04:19 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    there was an interesting NPR segment on patents yesterday.

     

    In Digital War, Patents Are The Weapon Of Choice
    October 11, 2012 ... patent lawsuits — and these are patents that were ... yet there are concepts that were patented that they now say people are violating that patent. ...
    http://n.pr/UU4Ppi
    11 Oct 2012, 08:32 PM Reply Like
  • cjkitch
    , contributor
    Comments (10) | Send Message
     
    so what's your point? I would only care if I was a lawyer for one firm or the other....$$ ...otherwise I don't care who copied who as long as it works and it's costs less
    12 Oct 2012, 05:39 PM Reply Like
  • Joe Dirnfeld
    , contributor
    Comments (1128) | Send Message
     
    Samsung stole the apple design and googles android was stolen from apple,And these were apple friends. Who needs friends like that ?
    11 Oct 2012, 04:17 PM Reply Like
  • milehr
    , contributor
    Comments (529) | Send Message
     
    Frankly, it is Jobs' fault. If you know that Google may benefit from stealing IOS, there is a big chance they will do it. They owe it to their shareholders. Plus, Google never kept it secret that they subscribe to the Microsoft model. Should have never allowed them on the board.
    11 Oct 2012, 05:17 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    don't think GOOG follows MSFT model in earning money
    12 Oct 2012, 05:49 PM Reply Like
  • milehr
    , contributor
    Comments (529) | Send Message
     
    Time for AAPL to announce search engine to compete on all fronts.
    11 Oct 2012, 05:08 PM Reply Like
  • chopchop0
    , contributor
    Comments (3950) | Send Message
     
    Yeah and it will probably be as awesome as their maps LOL.
    11 Oct 2012, 07:51 PM Reply Like
  • milehr
    , contributor
    Comments (529) | Send Message
     
    Their maps are fine, chopchop. Never mind the hoopla in the press.
    12 Oct 2012, 09:18 AM Reply Like
  • chopchop0
    , contributor
    Comments (3950) | Send Message
     
    No need to listen to the press. Just my friends who've upgraded the software and now regret it.
    12 Oct 2012, 10:27 AM Reply Like
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