3 ms·

Is it really about market share? Yes. Getting market share means you've a product that lots of people want and you've figured out a way to get it to them. Jus

by zaidf 17y ago

Is it really about market share? Yes. Getting market share means you've a product that lots of people want and you've figured out a way to get it to them. Just because Microsoft does not fit in your narrow definition of innovation does not mean that they are not innovative. The cool one is the one who innovates Yes, but the cool one is not usually the most successful business. If anything, Apple's learned that over its history. For the longest time it innovated great cool things that Microsoft would copy and sell it better while after the innovation phase, Apple would crumble. Since the iPod things have been looking up but geez, Apple has a longtime to go before it can compare itself to Microsoft. Talking about innovation, don't even get me going about Apple's treatment of developers versus Microsoft's. Hint: innovation is a lot more than building cool technology in your secret lab.

mikeryan 17y ago
Where this gets sticky is in defining the Market your stake is in. Microsoft obviously competes in the entire PC market but its fairly obvious that Apple is really only taking on the high end. This way both win, Apple owns the over $1000 market and Microsoft wins the overall share. Its just investor spin.
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jimbokun 17y ago
"but geez, Apple has a longtime to go before it can compare itself to Microsoft." According to Google Finance, in the last available quarterly results for each company Microsoft had about $13B revenue with $3B net income, Apple had about $8.3B revenue with $1.3B net income. And Apple has been growing faster (Microsoft's income went down year over year last quarter, for the first time in their history I believe). So, yes, I think you can compare them. Microsoft is still bigger with more profits, but with Apple growing faster you can make a case it is the better stock to own.
RyanMcGreal 17y ago
It always makes me scratch my head when people who complain about Microsoft's anticompetitive practices, proprietary lock-in, and so on then jump ship to ... Apple.

by zaidf 17y ago

mikeryan 17y ago

Where this gets sticky is in defining the Market your stake is in. Microsoft obviously competes in the entire PC market but its fairly obvious that Apple is really only taking on the high end. This way both win, Apple owns the over $1000 market and Microsoft wins the overall share. Its just investor spin.

deleted 17y ago

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jimbokun 17y ago

"but geez, Apple has a longtime to go before it can compare itself to Microsoft." According to Google Finance, in the last available quarterly results for each company Microsoft had about $13B revenue with $3B net income, Apple had about $8.3B revenue with $1.3B net income. And Apple has been growing faster (Microsoft's income went down year over year last quarter, for the first time in their history I believe). So, yes, I think you can compare them. Microsoft is still bigger with more profits, but with Apple growing faster you can make a case it is the better stock to own.

RyanMcGreal 17y ago

It always makes me scratch my head when people who complain about Microsoft's anticompetitive practices, proprietary lock-in, and so on then jump ship to ... Apple.