tedstr

A Jobs-less Apple Would Not Need Google

Everyone forgets that Google is a (new kind of) media company not a tech company and it will become more so in the years ahead. It makes money by selling advertsing and has come up short on virtually every other venture it has tried. It clearly has an incredible foundation in its search algorithyms and web index but even enterprise search, a tiertiary market for them at best, is a weak sister.

I can think of only one other example where media hardware and media publishing have combined and been successful, NBC/RCA.

CBS tried owning TV manufacturing and marketing in the early years and failed badly. RCA did nicely with radio sets in the early years of raqdio but never actually did real well in marketing TVs and was only in the hardware business because they invented it, but mostly made money by licensing their color TV process to others. They actually had a better long term business in selling professional gear to the industry.

MSFT continues to try and fail at being both a tech company and a software company.

Googel is a one trick pony, albeit a very large and successful one, but they would do well to stay out of the software and hardware business. Apple should learn from MSFT and stay out of the web publishing/advertising business.

Being a news and information portal supported by advertising is a way different business than making ipods or PCs

Pay Little Heed to Economic Reports and Move On

better than that...the real story is the end of the Wintel monopoly. Intel chips in Macs and dual operating environments means every PC owner lusting after a beautiful Mac now has no barriers to entry. This is why their laptop business is booming and a wholesale switch to Macs is on. The phones are a sideshow to this phenom.

This is why Gates is retiring, Vista was an attempt to mitigate the damage by emulating an Apple interface, gone horribly wrong, and Balmer is gone nuts over MSN, his only lifeboat. Buy apple, sell MSFT