“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 $50 these past two years. But Apple is just beginning.”
Full article here.
[Thanks to MacDailyNews Reader “MacVicta” for the heads up.]
expect me to be very moved the day Apple will outgrown IBM, that sounds like a childhood dream come true.
not that i care that much today, i will just feel old š
I’m amazed at the growth of aapl this past year or so. It’s the energizer bunny of stock. As long as Apple continues to focus on products that work, we should be in for a nice long growth cycle.
MDN word is “numbers” as in the numbers don’t lie.
Yared is a Yahoo
Sing it, Jared, I mean Yared!
“Luna gardenia de plata,
Que en mi serenata,
Te vuelves canciĆ³n,
TĆŗ que me viste cantando, me ves hoy llorando,
Mi desilusiĆ³n . . .”
“expect me to be very moved the day Apple will outgrown IBM . . .”
And IBM means movement, in one way at least.
IB-who?
That was then. Now it is Micro$oft. They are the evil Big Brother. The destroyer of worlds. Monopolists who use their market position to coerce others.
First, Apple will lap Dell (pass twice Dell’s market cap) then pass HP — a notable event on its own — and then pass IBM on the way to lapping Dell again.
But passing IBM will be a very publicly commented on event, which will pay huge dividends in the IT world and enterprise computing. It is inevitable that the media will talk up Apple’s assault on Microsoft as the next iconic target in the market cap race.
How sweet it is — to own a substantial number of AAPL shares!
Apple OWES ME, DAMMIT! Leopard! iPhone! Apple OWES ME!
Twisted Mac Freak
“And beans means movement, in one way at least.”
That was then. Now it is Micro$oft.
As bad as IBM was painted, in retrospect they really weren’t that bad. As least compared to what made MS.
Could you see IBM releasing a BOB, doing a Clippy, launching a Vista, or hiring -and promoting to CEO- a freak like Ballmer? And that’s the nice stuff. I won’t mention their dealings with Apple, Spyglass, and Netscape…
Here’s to the day Apple eclipses the rest of the industry.
I’ve been with Apple from the begining
It’s all Steve Jobs, when he goes, it’s all over for Apple.
IBM on the other hand was “Big Blue” before Apple was even a garage concept.
I have been using macs all my life and work for them now. But you guys have the most blind ignorance/arrogance i have ever seen. At this point in their company history Apple and IBM are too totally different companies. You guys are talking about something that might happen as if it has already happened. This arrogance is what turns the overall public off to some mac user. I deal with it every day as a Apple sales person. You guys are making my job harder. Come on guys tell the good stuff along with the bad stuff
The good news for you is that Safari has a spell check. The bad news is that it doesn’t have a grammar check.
Apple relies heavily on other companies to produce it’s products
IBM makes just about everything they sell.
IBM even makes the processors.
Apple uses Intels and has their computers made by Taiwan and Chinese firms.
Apple’s bubble is rising, but it’s going to bust and it won’t have much to go on after that.
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.
Apple’s star will rise, but then it will fall from the retirement of Steve Jobs.
“Open the iPod doors, HAL…”
Oh no i miss spell some words and place them in the wrong order and my a my point is can not be understood
@ Apple employee
With employees like you, who needs IBM (Microsoft).
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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.
Anybody who can write without getting subject and verb in agreement is unlikely to have much of a readership. 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. So much for credibility as a writer, much less as a researcher. He should find a competent English teacher at the grade 8 or 9 level and take lessons to heart.
Let’s give microsoft the credit they’re due. Their management, from Gates and the monkey-boy, on down for at least the first six (!) levels of dead wood, are doing their very best to help Apple out. Seriously, look at the longhorn debacle: what more could they have possibly done to help Apple, its customers, and shareholders?
Thanks Bill G, Steve B, Jim A, and the rest of you! Keep up the good work, and I hope it takes several more years before the MSFT shareholders get around to tearing you limb from limb.
-jcr
Let’s give microsoft the credit they’re due. Their management, from Gates and the monkey-boy, on down for at least the first six (!) levels of dead wood, are doing their very best to help Apple out. Seriously, look at the longhorn debacle: what more could they have possibly done to help Apple, its customers, and shareholders?
Thanks Bill G, Steve B, Jim A, and the rest of you! Keep up the good work, and I hope it takes several more years before the MSFT shareholders get around to tearing you limb from limb.
-jcr
Let’s give microsoft the credit they’re due. Their management, from Gates and the monkey-boy, on down for at least the first six (!) levels of dead wood, are doing their very best to help Apple out. Seriously, look at the longhorn debacle: what more could they have possibly done to help Apple, its customers, and shareholders?
Thanks Bill G, Steve B, Jim A, and the rest of you! Keep up the good work, and I hope it takes several more years before the MSFT shareholders get around to tearing you limb from limb.
-jcr
Let’s give microsoft the credit they’re due. Their management, from Gates and the monkey-boy, on down for at least the first six (!) levels of dead wood, are doing their very best to help Apple out. Seriously, look at the longhorn debacle: what more could they have possibly done to help Apple, its customers, and shareholders?
Thanks Bill G, Steve B, Jim A, and the rest of you! Keep up the good work, and I hope it takes several more years before the MSFT shareholders get around to tearing you limb from limb.
-jcr
Don’t trust anyone who says “going forward”.
@TT,
When they were hot in the industry Vs. Apple, we referred to them as
International Biscuit Machines
@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.
Ooo IBM’s going to feel Blue, that’s IBM’s nickname “Big Blue”. Now what do we call Apple?…. Of-course stupid me!
Here comes “Think-Different”, Play-Different, Work-Different & just enjoy.
Apple own’s me big time too!
@Apple Employee
I hear what you say. I apreciate that if you are an Apple employee you are probably based in Scandinavia or some such…so I don’t hold that against you!
Should Apple users be confident? Should they speak about the sucesses?
Or rather should they be modest and say that its a difficult choice between OS X and Vista?
I’m sorry, but you should have noticed there are armies of the competition trying to degrade the qualities of Apple products.
Why should we do it as well? (Not that I have many complaints to offer up in over 7 years with Apple products).
Have confidence. Believe in what you are selling. The world is coming onto your side and now is not the time to tread gently.
@ TT
If that *is* your real name…
Ditto.
-c (ya)
@Sorry Charlie
Does IBM have an OS anymore??
DELL and Gateway are box assemblers and are
dependent on Windows, but Apple has their own OS,
and a butt-kicking one at that. You are comparing an apple to an orange, no pun intended. Funny, IBM dumped off their Thinkpad and could care less about the PowerPC. They
saw the writing on the wall, but you saying the “bubble will burst” means you don’t see the writing on the wall. It would take Steve Jobs giving up the ghost to make their well-oiled bubble burst at this point in time.
Wait until Enderle writes :
“What’s next after the iPhone?” Is it the end of the Apple ride as we have gotten used to?”
Not sure on Rob’s name spelling but watch stock tumble on another dumb article coming soon.
@ Apple Employee.
The general public is oblivious to the little snipings of the nerd world where some guy’s feelings get hurt because his buddy makes fun of him for using a PC.
This is a very small world, and one you might consider stepping out of from time to time.
Oh and FWIW, I did your gig for 4 years and that was never an issue. Stop your whining.
IBM is not one of the best managed companies. Far, far from it.
They are top heavy with worthless suits, they “workforce reduce” the people with skills and experience, and their customers leave unless the contracts are underbid to non-profitable.
IBM sucks my taint, and they deserve their current death spiral.
They won’t be laying off 150,000 in the US (Bob Cringely got that number way wrong). But, due to IBM’s incompetence, we could lose 40-50,000 jobs to India and Asia (I know India is in Asia, just go with it).
50,000 educated skilled workers out on the job market and not paying bills will severely tax this country, especially if other companies mirror such stupidity.
The US tech market is dying,and IBM keeps hammering nails into the coffin. Dirtbags.
@Apple Employee
There’s something not right here. I say either English is not a primary language for you (and that’s ok as long as you’re working on it), or, you’re a troll.
If you have used Apples all of your life, and that means ten years or more, you would understand why the so called “arrogance”. When a long-time Mac user gets called arrogant we pretty much know that we’re talking to a hard-core Windows fanboy.
So which is it? Hmmm.
I B (buying Apple products).
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Anya Major reported alive and well.
Abe Vigoda also is currently alive.
@ Sorry Charlie:
Apple relies heavily on other companies to produce it’s products
No, Apple relies on other companies to manufacture their designs. There’s huge difference between “produce it’s (sic) products” and manufacturing designs that Apple creates.
IBM makes just about everything they sell.
Hardware? Sure. Software? Name me some. Without both, your hardware is at the mercy of those designing your software, and it’s the software that differentiates hardware and gives the hardware value.
IBM even makes the processors.
Good for them! So do many, many other manufacturers. There’s nothing, nada, zilch, zero unique about producing processors. IBM may be at the forefront of processor design, but that’s a very competitive field and even being the top dog is not something that lasts for very long.
Apple uses Intels and has their computers made by Taiwan and Chinese firms.
Apple designs its own hardware, and even has influence in processor design at Intel. Apple is constantly at the forefront of hardware design and is always looking for new methods to manufacture its products. They are constantly asking their suppliers what they are capable of producing and what manufacturing methods they have. Case in point, the double shot case design used in iPods and many Macs. That was a small process developed by one of their suppliers that Apple helped them perfect and then reproduce it on a mass scale. Now Apple owns a patent on the double shot case process.
Apple’s bubble is rising, but it’s going to bust and it won’t have much to go on after that.
Kind of an irrelevant statement, because none of us will be around forever. Apple has been around for 31 years, and is rapidly growing into a 100+ billion market cap business. Eventually they will fall, but there’s no reason to suspect that will happen in the next few years or even in the next decade.
Look at Dell, look at Gateway, look at the many here now gone tommorow PC box assemblers.
Apple has been around 31 years, longer than any of them, and is more healthy than them currently, expanding faster, and is overtaking the largest manufacturer, HP, rapidly. I’d say 2 years tops.
<b>Apple has a harder time because it has to sell a alternate OS than what’s used in 95% of the world.
If by harder time you mean 62% year over year growth in laptops, and hardware sales that are growing at over 3x the pace of the rest of the industry, rapidly growing marketshare, growing loyal user base, 50% of new hardware sales going to non Mac users, positive media coverage, great product reviews, higher than industry average customer satisfaction in their products and service, rapidly growing stock value and market cap..
If that’s a hard time, I’m sure nearly every company in the tech field would like to be having a hard time, not to mention any other industry.
Apple’s star will rise, but then it will fall from the retirement of Steve Jobs.
You end your lame post with speculation about how Apple will look after Steve Jobs. What you fail to notice is that Jobs has transformed the company he founded and left, and has learned a few things since his first departure. He knows how to bring good people in, and the 17+ thousand employees at Apple have a stake in the success of the company.
Contrary to what you may believe Jobs doesn’t run and do everything his company makes, he delegates to others who he knows can get the job done. When Jobs is ready to move on, he’ll have a large group of people in place with many years of experience in how to design innovative products, and world class user design.
Apple will greatly miss the loss of Jobs, but it’ll hardly fall apart overnight.
Nice try, but if you want to troll here, you’ll have to work harder than that.