Yared: Apple will be bigger than IBM

“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.]

61 Comments

  1. @ Apple employee

    With employees like you, who needs IBM (Microsoft). ” width=”19″ height=”19″ alt=”smile” style=”border:0;” />

    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.

  2. 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.

  3. 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

  4. 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

  5. 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

  6. 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

  7. @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.

  8. “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.

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