On Fri, 09 Nov 2012 10:08:51 -0500, JF Mezei wrote:
> Hopefully Apple's next financials will show solid growth and profits
> despite loss of market share and investors will start treating APPL as a
> blue chip stock instead of a speculative growth stock.
I believe Apple will end as junk bonds. I understand their investment
strategy better now. They've put all their money in nice stores.
Meanwhile, Google has built 8 data centers throughout the world, with 4
more coming next year. It will have more than 2 million servers in
operation.
Then, they sell those cute little Chromebooks for $250 with 100GB online
storage and also the possibility of saving locally on an SD card. You
don't have to install software, update, keep viruses in check, etc. All
this is done completely automatically. It's a computer that works with as
little headaches as a TV. That's what most people want.
Understand what I say, here. It's very far from a MacBook. If it offers a
unibody, it's a plastic unibody. But most people don't understand the
significance of a good chassis in a computer. Soon you'll find Chromebooks
in Corn Flakes boxes. For students just typing a text or housewifes
looking for a recipe, it will do the job.
It has been said that Apple had build an ecosystem. That's exactly what
Google is doing, but on an unprecedented scale. They're gathering users
at all costs. Then, only then, they'll begin to introduce models that
will please Mac users. The advantages of being part of this ecosystem
will be such that the offer will be hard to resist.
In his last years, Steve Jobs was a very sick man. He couldn't see the
new wave coming. But Tim Crook should have. How come he didn't. How come
Apple kept buying its online services from Akamai? Amazon, that began as
an online bookseller, now offers EC2. Even Ubuntu, with it's limited
means offers cloud services. How could Crook miss this elephant running
at him? Apple is stuck in the XXth century.