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More on Google's shakeup (part deux): the WSJ reports Jeff Huber will move to Google X, which is...

More on Google's shakeup (part deux): the WSJ reports Jeff Huber will move to Google X, which is responsible for Glass, self-driving cars, and other cutting-edge projects. Search chief Alan Eustace will take control of Maps, and ad chief Susan Wojcicki will assume responsibility for commerce. There's a pattern to the moves of the last 2 days: Google (GOOG) is putting complementary products - Android and Chrome OS, Maps and search, ads and commerce - under common leadership, apparently with the goal of fostering greater integration. Apple recently did something similar.
Comments (3)
  • Waiting for a Chrome OS phone, at a decent price ...
    14 Mar 2013, 12:41 PM Reply Like
  • Look ahead 3-5 years. Apple and Google will likely be the two dominant players in the Tech sector. Right now, Google has a PE ratio over 25 and Apple below 10. It is likely that sometime during the next 3-5 years they will both settle around 15, in which case it would make sense to sell GOOG at the high valuation and buy AAPL at the low valuation. At some point you will end up with a balance of the two shares.
    14 Mar 2013, 04:06 PM Reply Like
  • "sell GOOG at the high valuation and buy AAPL at the low valuation. At some point you will end up with a balance of the two shares."

     

    sounds good!
    14 Mar 2013, 09:08 PM Reply Like
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