Monthly Archives: May 2010

[Read] NYT: Apple Passes Microsoft as No. 1 in Tech

Apple-vs-Microsoft

The moment came when Apple surpassed Microsoft in Market Cap [*].

A few numbers:

Market Cap: Microsoft at $219 billion – Apple at $222 billion (yesterday)
Revenue: Microsoft at $58.4 billion – Apple at $42.9 billion
Net income: Microsoft at $14.6 billion – Apple at $5.7 billion
Cash: Microsoft at $39.7 billion – Apple at $23.1 billion

Microsoft is still has bigger earnings, but Apple has the momentum. Apple still sells computers, but twice as much revenue is coming from hand-held devices and music. And smartphone sales are growing faster than PCs.

Worse for Microsoft, analyst perceived that “The battle has shifted from Microsoft against Apple to Apple against Google,” as said Tim Bajarin, a technology analyst following Apple.

Google has a market cap of $151 billion.

Read original NYT Article: Apple Passes Microsoft as No. 1 in Tech

Google TV in Short

Google TV, as described by Google is about:

  • Less time Finding More time Watching
  • Control and Personalize what you Watch
  • Make your TV content more Interesting
  • More than just TV

Google TV is built on Android 2.1 and Google Chrome and Flash 10.1.

It runs all Android Apps that do nto require a phone hardware. A Google TV SDK will be available to apps developers, including tools for an IP remote control.

A version of YouTube adapted for Google TV: YouTube Leanback

Partners:

  • Sony will launch Connected TV sets  and Blue-ray players integrating Google TV
  • Logitech will build a Google TV Set-top-box (companion box)
  • Intel Atom chips will power the devices with hi-performance video handling
  • BestBuy will distribute those products
  • Dish Network will have an advanced integration  with Google TV

All coming this fall in 2010. TV meets Web. Web meets TV.

Watch the Google TV keynote on YouTube.

From TechCrunch: Google TV Unveiled. It’s All About The Ad Reach

[Chart] Apple Gets Close to Microsoft on Market Cap

chart-of-teh-day-market-capitalization-microsoft-vs-apple-052410

Via Silicon Alley Insider. The great turnaround of Apple illustrated in a chart.

Since the iPhone launch in 2007 Apple has been getting closer to Microsoft faster and faster. The iPad “effect” is closing the final gap. It is only a matter of time that Apple will surpass Microsoft in market cap. Apple’s “reinvention” of the phone is paying off.

When Microsoft announced Windows Phone 7,  a newspaper headline read “Microsoft follows Apple and Google and moves into Smartphones”. It is a pity (for Microsoft)  the reporter had not noticed that Microsoft had Windows Mobile phones for several years before the  iPhone…

[Views] Spotting Disruption Before It Happens

Postaldecline

We can call it the “delayed” disruption. It has 3 phases, that can be illustrated in the chart above showing the decline of postal mail volume.

1. Hyped Prediction. End of 90s with the Internet boom, people predict that the end of mail will soon happen.
2. False Reality. A few years later in 2005, people say mail will never die, all the opposite Internet is increasing the use of postal services, as the growth in mail volume shows.
3. Disruptive change. The hyped predictions become a reality, and mail drops in free fall.

The same can be said of CD sales, newspaper and magazines, and soon will be said of  ebooks.

And the same is happening on TV and Internet TV, as the recent debate on the Future of TV shows, when voices say that TV is weathering the Online Video storm better than Music or Newspapers. The good news for TV is that hey have some precedent cases they can learn from and adapt. But the disruption will come… only maybe a bit later.

Read the port: The Key to Spotting Disruption Before It Happens