Comments on: For Investors (so far) Apple Better Than Google http://gigaom.com/2007/10/23/apple-vs-google/ Trusted Insights and Conversations on the Next Wave of Technology Thu, 26 Nov 2009 03:26:30 +0000 http://wordpress.com/ hourly 1 By: Bob http://gigaom.com/2007/10/23/apple-vs-google/#comment-812583 Bob Sat, 29 Dec 2007 00:30:11 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-812583 <p>You were actually making some sense until that MSFT chart compare argument at the end. Here's an idea: do a DCF calculation for AAPL and figure out the growth required just to justify <em>today's</em> price.</p> You were actually making some sense until that MSFT chart compare argument at the end. Here’s an idea: do a DCF calculation for AAPL and figure out the growth required just to justify today’s price.

]]> By: How High Can Apple Go? $600 a Share? - GigaOM http://gigaom.com/2007/10/23/apple-vs-google/#comment-808635 How High Can Apple Go? $600 a Share? - GigaOM Thu, 27 Dec 2007 19:38:57 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-808635 <p>[...] is up a whopping  138%. In comparison, Google, the other stock market darling is up a mere 54%. But you already knew that! Share/Send Sphere Print Previous [...]</p> [...] is up a whopping  138%. In comparison, Google, the other stock market darling is up a mere 54%. But you already knew that! Share/Send Sphere Print Previous [...]

]]> By: 3rdgengentlemen http://gigaom.com/2007/10/23/apple-vs-google/#comment-656586 3rdgengentlemen Wed, 07 Nov 2007 07:12:35 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-656586 <p>I didn't make a 25 million dollar bet that apple will reach 280 by Feb. 1st to lose.</p> I didn’t make a 25 million dollar bet that apple will reach 280 by Feb. 1st to lose.

]]> By: Guruprasad V http://gigaom.com/2007/10/23/apple-vs-google/#comment-625946 Guruprasad V Wed, 24 Oct 2007 14:05:08 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-625946 <p>Hi, AAPL and GOOG stocks raised only because of Fed rate cut than their performance. I agree that they've come up with good results. I personally believe that Fed rate cut plays pivotal role in increase of prices of these scrips.</p> Hi, AAPL and GOOG stocks raised only because of Fed rate cut than their performance. I agree that they’ve come up with good results. I personally believe that Fed rate cut plays pivotal role in increase of prices of these scrips.

]]> By: Apple and Google which is better? « US Stocks Investing and Trading http://gigaom.com/2007/10/23/apple-vs-google/#comment-625567 Apple and Google which is better? « US Stocks Investing and Trading Wed, 24 Oct 2007 08:11:28 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-625567 <p>[...] http://gigaom.com/2007/10/23/apple-vs-google/#more-10498 [...]</p> [...] http://gigaom.com/2007/10/23/apple-vs-google/#more-10498 [...]

]]> By: The Map Just Changed at Xlog http://gigaom.com/2007/10/23/apple-vs-google/#comment-625091 The Map Just Changed at Xlog Tue, 23 Oct 2007 23:01:38 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-625091 <p>[...] Apple on the same day Google stock debuted in 2004 would have, as of the close of market yesterday, made 40 percent more than if the same money had been put into the search sovereign’s [...]</p> [...] Apple on the same day Google stock debuted in 2004 would have, as of the close of market yesterday, made 40 percent more than if the same money had been put into the search sovereign’s [...]

]]> By: Jesse http://gigaom.com/2007/10/23/apple-vs-google/#comment-624962 Jesse Tue, 23 Oct 2007 20:30:20 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-624962 <p>Great post. Apple has grown over 28x in 4.5 years. In other words, $50K in Apple then, would be $1.43M today. Here's another post that talks about this: http://fishtrain.com/2007/10/23/apples-stock-28x-in-45-years/</p> Great post. Apple has grown over 28x in 4.5 years. In other words, $50K in Apple then, would be $1.43M today. Here’s another post that talks about this: http://fishtrain.com/2007/10/23/apples-stock-28x-in-45-years/

]]> By: Dhiren http://gigaom.com/2007/10/23/apple-vs-google/#comment-624901 Dhiren Tue, 23 Oct 2007 19:42:55 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-624901 <p>FMRT,</p> <p>Yup! Apple will cross 300 soon. This will surpass microsoft and google both. MSFT has Market cap of 288 billion, GOOG 210 and AAPL of 162. Apple will rule!!</p> FMRT,

Yup! Apple will cross 300 soon. This will surpass microsoft and google both. MSFT has Market cap of 288 billion, GOOG 210 and AAPL of 162. Apple will rule!!

]]> By: Kevin Kelleher http://gigaom.com/2007/10/23/apple-vs-google/#comment-624900 Kevin Kelleher Tue, 23 Oct 2007 19:42:24 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-624900 <p>tom, you're right that RIMM has outperformed AAPL over the past year or so (a story in itself) but going back a bit further both AAPL and GOOG have done better than RIMM.</p> <p>http://bigcharts.marketwatch.com/charts/big.chart?symb=aapl&compidx=aaaaa%3A0&comp=rimm%2C+goog&ma=0&maval=9&uf=0&lf=1&lf2=0&lf3=0&type=2&size=2&state=8&sid=609&style=320&freq=1&startdate=8%2F19%2F2004&enddate=10%2F23%2F2007&nosettings=1&rand=4902&mocktick=1</p> <p>i used the 8/19/2004 starting date (google's ipo) as the starting point to be consistent with the first graph above.</p> <p>also, both AAPL and GOOG are significantly cheaper than RIMM on a historical and forward PE basis.</p> tom, you’re right that RIMM has outperformed AAPL over the past year or so (a story in itself) but going back a bit further both AAPL and GOOG have done better than RIMM.

http://bigcharts.marketwatch.com/charts/big.chart?symb=aapl&compidx=aaaaa%3A0&comp=rimm%2C+goog&ma=0&maval=9&uf=0&lf=1&lf2=0&lf3=0&type=2&size=2&state=8&sid=609&style=320&freq=1&startdate=8%2F19%2F2004&enddate=10%2F23%2F2007&nosettings=1&rand=4902&mocktick=1

i used the 8/19/2004 starting date (google’s ipo) as the starting point to be consistent with the first graph above.

also, both AAPL and GOOG are significantly cheaper than RIMM on a historical and forward PE basis.

]]> By: tom http://gigaom.com/2007/10/23/apple-vs-google/#comment-624858 tom Tue, 23 Oct 2007 19:04:14 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-624858 <p>Cool now m=do the comparison with RIM, and report back.</p> Cool now m=do the comparison with RIM, and report back.

]]> By: Tom B http://gigaom.com/2007/10/23/apple-vs-google/#comment-624718 Tom B Tue, 23 Oct 2007 16:43:45 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-624718 <p>GOOG is nice, since they have no competition in their core business right now and they are "printing money". Going forward, if they start to lose sight of their mission-- if they do really dumb things they won't be able to do well-- like a G-Phone-- I may sell.</p> <p>What they should do: Buy Universal. GOOG and content could be a nice match.They've already got YouTube.</p> GOOG is nice, since they have no competition in their core business right now and they are “printing money”. Going forward, if they start to lose sight of their mission– if they do really dumb things they won’t be able to do well– like a G-Phone– I may sell.

What they should do: Buy Universal. GOOG and content could be a nice match.They’ve already got YouTube.

]]> By: Free Market Research Tool http://gigaom.com/2007/10/23/apple-vs-google/#comment-624671 Free Market Research Tool Tue, 23 Oct 2007 15:59:49 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-624671 <p>great perspective and ensures that investors are still intrigue to tangible products!</p> great perspective and ensures that investors are still intrigue to tangible products!

]]> By: Dhiren http://gigaom.com/2007/10/23/apple-vs-google/#comment-624540 Dhiren Tue, 23 Oct 2007 13:44:20 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-624540 <p>Well, One thing is that apple has more tangible products than google. A regular guy would think it to be more steady and promising.</p> Well, One thing is that apple has more tangible products than google. A regular guy would think it to be more steady and promising.

]]> By: NewsVisual Editor http://gigaom.com/2007/10/23/apple-vs-google/#comment-624439 NewsVisual Editor Tue, 23 Oct 2007 12:17:20 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-624439 <p>That's a great analysis, especially for those interested in the long term prospects of Apple as opposed to getting caught up in only its current results. Readers may also be interested in checking out our article from NewsVisual: http://www.newsvisual.com/newsvisual/2007/10/could-apple-pul.html Some further insight may also be gained from understanding the relevance of the connections of its board of directors and executives. Apple is pretty well connected to companies like Google and Disney, through board memberships. The company will likely take advantage of anything it can, especially if it wants to reach for Microsoft status.</p> That’s a great analysis, especially for those interested in the long term prospects of Apple as opposed to getting caught up in only its current results. Readers may also be interested in checking out our article from NewsVisual: http://www.newsvisual.com/newsvisual/2007/10/could-apple-pul.html Some further insight may also be gained from understanding the relevance of the connections of its board of directors and executives. Apple is pretty well connected to companies like Google and Disney, through board memberships. The company will likely take advantage of anything it can, especially if it wants to reach for Microsoft status.

]]> By: visible.mobi http://gigaom.com/2007/10/23/apple-vs-google/#comment-624398 visible.mobi Tue, 23 Oct 2007 11:34:30 +0000 http://gigaom.com/2007/10/23/apple-vs-google/#comment-624398 <p>Maybe the increase in stock price is directly proportional to "innovation" ?</p> Maybe the increase in stock price is directly proportional to “innovation” ?

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