Which part is not true? Granted, the losses were less than Q1, but still not what most would call healthy. Now, it will be interesting to see what Q3 results hold, but even if the numbers are good, Sprint is still by far the weakest and most vulnerable of the 4 major U.S. wireless carriers.

Google has executed brilliantly on its core market. A brief conversation with the execs at Bing will tell you just how brilliant. And the company culture is not built around any single person. The open question is whether there is a second act. YouTube did not go as planned. Android is showing more promise.

Both stocks have risks, but you would be well advised to own them.

But, Apple’s market cap exhibits the belief that they can continue to generate high margins and growth through product innovation that the competition hasn’t proven it can keep up with.

For Google, there may be questions in the market about its focus. They keep expanding out to areas that are not core parts of search (music).

This also situates them well as the platform becomes more irrelevant. The car is not completely ubiquitous, but people buy luxury cars because they just work. Yes they pay more, but there is value there for them.

I also agree with several folks above that investors are buying APPL because its on the rise, and that’s fine for a market play. But long term, they’ll correct. Just like luxury car makers don’t top the auto industry, the makers with the widest reach usually do better.

Anyway, that’s my two cents.

@jtrigsby

My point exactly – no one has any idea of what’s coming or they wouldn’t have sold AAPL. The mentality of the market is a collective stupidity.