| Darth Tigris said:
Ok, I understand a lot of what you're saying here. But your analysis is a lot more objective than the original story. For instance, this statement: "Add it all up and you get a great company in a horrible situation. Google is finally succeeding in championing free operating systems, with Apple cleaning up on the other end. Barring something miraculous, Microsoft's relevance will continue to fade with every passing year." Those sweeping generalizations about the performance of Google and Apple fail to consider the same principles that you pointed out above. Google and Apple had tremendous growth during the 2000's, just as MS did in the 90's. But what is the likelihood they will sustain such growth throughout the 2010's? Google is starting to see decline's in search revenue due to competition and Android is not currently a credible source of revenue despite its large install base. Their purchase of Motorola Mobility has been questionable as well, not to mention serious pending litigation from Oracle. Apple without Steve Job's performing in his previous capacity is another question mark as well as the future prospects of the iPhone and iPad in their increasingly competitive markets. Seriously, how much CAN each of those companies grow beyond where they currently are? MS is healthy, but they will NEVER have the type of crazy growth like what we've saw in the 90's. Every market has it's threshold. Looking at it from an investor's pov, I can understand not putting a ton of stock in MS as a financial goldmine. But to confuse that with a company's financial viability or market strength is not particularly accurate, and this was the tenor of the original article.
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That is the big question. But look at Ail above, google revenue increased 36% this year. That's the difference between a company that is going to expand, and a company that is not. Google still has to release its OS, the new android coming out (which is shortly becoming the most purchased smart phone), file-sharing service, etc etc.
