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The issue is that they don't have a big moat like Google, Facebook and Amazon do. Competitors are nipping at their heels(the big decline in margin from a year a
by recoiledsnake 13y ago
The issue is that they don't have a big moat like Google, Facebook and Amazon do. Competitors are nipping at their heels(the big decline in margin from a year ago shows it) and one bad iteration of their products is enough to turn the tide against them.
- taylodl 13y agoBig moat? Apple has more money than any other company. Facebook is losing users in droves and every day there's a new article on HN on how to get Google out of your life. Of the companies you mentioned Amazon is the only one with bright prospects.
- aNoob7000 13y agoI would not use Facebook and Amazon when comparing margins and profit. Both of these two companies aren't even in the same universe right now with Apple. Google is the only company that can play with Apple and Microsoft. Last time I checked, Amazon posted in Q4 of 2012 around $90M (Million) in net income while Facebook did about $60M in Q1 of 2013 compared to Apple's $9.5B (Billion!!) in net income. What drive me absolutely crazy is the fact that it would take Amazon/Facebook well over a decade to even come close to what Apple makes in three months.
- twidlit 13y agoMoat? Itunes, OSX, Objective-C, App store, iCloud, even the brand. These are all moats of varying strengths.