joes

Google Should Make Apple Beg for Maps Navigation

Google is being run by Eric Schmidt, Apple by Steve Jobs, these guys are both ego maniacs that would like to be the "king", since Gates left there are quite a few folks looking for that title, Ellison, Ballmer and others are trying.

But at the end of it collaboration is more critical now than in the 90's and therefore isolated platforms are not attractive, but Apple is walking the line better than most, by better I mean they are only 10% point from taking the top smart phone from RIMM.

Now phones aren't operating systems and it is certainly possible that Android will win over time but in the near term it is RIMM that is in trouble and with $30 Billion in cash Apple has some options.

The Problem with iPhone Killers

Apple is winning because they are a more creative and better run company. They changed their name from Apple Computers to Apple because rather than compete for low cost market share with $300 servers running XP they extending computing through the mobile environment, first the iPod and then the iPhone.

Windows 7 isn't UNIX, whcih in case it isn't clear is the only operating system we need, Mac proved that also.

How Apple's Market Share Will Propel Stock to $500, Part 1

The main difference is that Apple stopped being a PC focused company and became a lifestyle product's company that happens to have the best PC and OS available.

In addition they have the iPod franchise which MS attacked with Zune and the iPhone, which MS is watching with no clue how to respond.

Windows 7 is the big news from Seattle? Good luck with that.

Why Android Is Gaining Ground on Apple

Wrong way to look at this situation, the App development community that is supplying 1400 new ways to use the iPhone every week without Apple doing anything except letting them make some money.

It is very different this time around, they have the perfect balance of openness with a solid well supported platforms, something that Open Source products can't match.

Most OS projects have an erratic path of advancements and a much higher rate of bugs.


On Oct 15 12:37 PM Kanji wrote:

> You Apple people have your heads in the sand - history repeats itself.
> This is Apple MacIntosh (hot product, great features, premium price
> and demographic, etc. etc.) vs. WinTel PCs all over again! The same
> closed platform OS and sales channel strategy that killed Apple before
> (with early PC competition) and limited its market share (the premium,
> uber cool anti-ubiquity strategy) will hurt Apple again with the
> Iphone. Why are they making the same mistake twice and with new management
> (or is it same management with Jobs)?!? It will take some time but
> I would bet on anyone other than Apple, they are one mistake away
> from failure once again.

What Should Top Executives of Corporations Have to Disclose About Their Personal Lives?

If shareholders need to know anything about the individual it wouldn't be if he smoked pot.

What shareholders need to know is what an honest balance sheet says about the company, how much they are getting paid, how many of their cronies are on the BOD and if they are stealing money.

If I could have that I don't care what the person is smoking, drinking or sleeping with, none of these are relevant to business performance.

They are interesting to the financial media as they have to fill the gaping 24/7 news cycle with something and no one wants to read balance sheet but me.

The 15 Most Cash Rich Companies

Hard to know what to make of it, although Cisco hasn't done much to increase shareholder value lately I still like them over the next few years.