“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.]
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.