“Arguably two of America’s best run companies are Apple Inc. and International Business Machines. Both have achieved high levels of success and shareholders have been rewarded along the way. However, both are treading in different waters and Apple is emerging as the winner going forward. In fact, I’m sure Apple will overtake IBM in value over the next two years. Bottom line: Apple will be bigger than IBM,” Georges Yared, CIO of Yared Investment Research, writes for BloggingStocks.
Yared writes, “Apple will be a bigger company than IBM in terms of market capitalization. As of this writing Apple is just about to hit $100 billion in market cap while IBM is at $158 billion. The direction of both companies are at a variance to each other and Apple is certainly enjoying the strength of a major product cycle.”
Yared writes, “Apple, although only about one-fourth the size of IBM in revenue terms, is growing aggressively. The marketplace will, and has rewarded that aggressive growth by lifting the shares nearly $50 these past two years. But Apple is just beginning.”
Full article here.
[Thanks to MacDailyNews Reader “MacVicta” for the heads up.]
@Spell the Checker
This is not a flame
Do you agree with my post or not. I understand to some people miss spelling and bad grammar make reading post a pain but the over all post is the same. Can we get some post that address the post and not the way in which it was made. You are right i could use an English teacher sitting behind me as I type but I don’t so bare with me as I post and I will have something to add to the site.
Yes, his grammar is terrible. He uses “and” instead of a full stop. He writes “in fact” and “bottom line” and follows these with opinions.
Don’t worry, Apple Employee. You write more sense than Yared.
Look, he starts with the word “Arguably” which gets my back up staright away.
@ Sorry Charlie
You sound muffled.
Please take your finger out of your arse so we can hear you.
“Apple uses Intels and has their computers made by Taiwan and Chinese firms. […] Look at Dell, look at Gateway, look at the many here now gone tommorow PC box assemblers. […] Apple has a harder time because it has to sell a alternate OS than what’s used in 95% of the world.”
Part of the difference between Apple and Dell/Gateway/Other PC Box Assemblers is that Apple designs the whole thing. PC makers literally assemble everything from elsewhere. This gives Apple a certain amount of control–they can differentiate their products from Dell & Gateway.
What’s the difference between Dell & Gateway? There’s really no difference between a Dell PC and a Gateway PC. Ultimately, it’s about the price. This week Dell is cheaper, next week it’s Gateway, next week it’s Dell, as both companies race to the bottom. Apple designs their own machines–they may get somebody in China to build them but the design is done by Apple. Apple builds it’s own operating system. This gives Apple the ability to look at the competition, see what their doing wrong, and come up with something better.
As for the final line, I would agree. There are plenty of “here today gone tomorrow” PC box makers. Why is this? Because they have no control. Dell cannot compete with Apple because they have no control–they just repackage what others do. They can only compete on price. PC makers come, PC makers go, but the company that makes the money is Microsoft. They’re still around even as PC makers go and other ones take their place.
So obviously the way to build a long-term business is not to team up with the 95% of the world. Apple has been building personal computers for 31 years. There is no other company that has been in the personal computer business for that long.
Not taht I’m a big believer in fedding trolls, but in regards to Charlie’s statement, allow me to rebut (even if it was purely meant to garner responses):
“The people who are doing the work are the moving force behind the Macintosh. My job is to create a space for them, to clear out the rest of the organization and keep it at bay.”
– Steve Jobs
Why can’t these clowns that gank names ever spell things correctly?
Ironic that Apple is now making IBM-compatibles and IBM isn’t!
Well, since I have been doing an archive install, this is the first post I’ve made this evening.
I am the tower worker
I am the conservative
I am done with this site.
The fake wins
Adios Thorin, TMF, Jim TIV, Chrissy, Buster, Cubert, Busting and all the rest.
I’m tired of this shit.
Really.
@TowerTone: Pet Sounds was released in on May 16, 1966, and Sgt. Pepper’s Lonely Hearts Club Band didn’t start recording until December 6, 1966.
Whew! I feel much better now.
As soon as I see are instead of is, as in “the direction of both companies are at a variance”, where the subject is singular and the article “a” is redundant, is clearly so ignorant of grammar and sentence structure as to be incapable of writing anything coherently.
Ha ha ha ha ha. Ha ha ha ha.
Irony, thy name is Spell the Checker.
Care to try that ridiculous diatribe again? Try not to get lost in your own purple prose, and you might be rewarded with a lollipop.
TT: You know how much I understand. On behalf of NSFY, sorry to see you go. Make that amp-lified as well.
If tech businesses are run by businessmen, they become business and consulting oriented. If they are run by visionaries, they either rise or fall.
Apple is rising. Bigtime. It is set to continue to rise. The little secret is that Jobs is a visionary and a businessman.
LOVE THIS COMPANY!
MDN “specific” as in, “I try to be.”
IBM= “I Build Macs”
Off course it will be bigger, IBM is a mess, they are about to lay off 150000 people in the US and Canada, and there is such a mess at IBM, they will crash sooner or later.
This is no longer a valid argument. IBM is not in the same buisness any more. There is no such thing as an “IBM compatible” any more. BLAH BLAH BLAH….
Apple are in love with their customers. And Apple’s customers are in love with Apple. This marriage-made-in-heaven allows Apple to make the gorgeous products they want to make, in the full knowledge that their customers will appreciate their gorgeousness and pay what Apple asks.
This does not translate well to the business world who will buy an ugly plastic Dell box if its cheap and as long as it works reasonably effectively.
Apple may well be bigger than IBM one day, but it won’t be because they pursue Microsoft and Dell into the corporate sphere. Apple’s attitude to corporate computing will most likely be, if you can afford gorgeousness, buy Apple. Otherwise f***k off.
The stupid thing about this is that IBM and Apple are not even remotely competitors – and I don’t mean in the spirit of things. Since selling the home-pc part of their business to Lenovo, IBM is back to what they did best – make business machines. No matter how ‘cool’ the Xserve and X-RAID platforms are, they’re a long, long way to being Enterprise worthy. Where’s Xblade and Xlibrary? What about Xen or VMWare for consolidation? None. How about Xswitches and Xtops (business-class desktop and laptops) and a version of Apple Remote Desktop that’s akin to Citrix, ACE, or similar?
Apple has a ways to catch-up.
The woman in the 1984 ad died a number of years ago. Let her image RIP.
Who gives a shit if she’s dead? She’s an actress who was paid for her services.
The performance in that commercial belongs to Apple, not her.
Apple relies heavily on other companies to produce it’s products
—
Except for the important stuff. Buying commodities from other companies is smart.
You’re an idiot.
Connor MacBook,
thanks, that’s an ironic fact that I’d overlooked.
But I fear some readers will be too young to understand the term “IBM-compatible”.
please a little respect
Toby: heh, yeah, that occurred to me too!
ken1w:
It’s not arrogance, it confidence (that Apple is on the right track). A good “sales person” should be able to take advantage of the current situation with Apple, not complain about it.
Yes, absolutely! I am one of the best sales people that I know. I do not say that from arrogance, I say that from confidence. I work at a car dealership, and in my career, I have broken, and re-broken every store record. I am now the sales manager, and it is my job to teach, discover, and promote this quality in others. You’re right… a good sales person will always take advantage of a good opportunity. I feel the need to add my off-topic two cents though…
A better sales person will create a good opportunity out of any situation.
Some people will read this and consider it to be useless hyperbole. Others will read this and consider the possibility. A few will read it, and be able to relate to my words. Finally, two people will also read this and say to themselves, “What the hell is a hyperbole?” One of those two will look up the meaning and learn something. The other one will not bother, and will go on with his mediocre life. No one will read this and understand my humor.