Sunday, January 15, 2012

Commercial weekly publication: The apple is more valuable than Gu Ge

  Guide language: 12 days " commercial weekly publication " publish comment article to say, malic hopeful is banner all the time Gu Ge, ability of firm undergo professional training at an old-type opera school the 2nd an ancient folding chair, challenge the number one position of Microsoft namely next, difficulty is very great nevertheless.



Now apple (AAPL) market prise exceeds Gu Ge again (GOOG) , manufacturer of product of this consumption electron whether keep banner? loony tunes golden



After the market prise since the apple exceeds Gu Ge suddenly very quickly, lead position holds all the time since July 22. With the share price computation August 11, malic market prise is one hundred and forty-five billion eight hundred and seventy million dollar, and Gu Ge is 143.4 billion dollar. This may be the instant that place of wall street be seized by a whim brings about overtakes, resemble 2000 Cisco (181, 0, 0.00%) system (CSCO) is brief exceed Microsoft (the company that MSFT) becomes the whole world to have value most in that way.



More possible nevertheless is, the apple is already reliable the ground from the 2nd an ancient folding chair that company of science and technology grabbed over there Gu Ge, zheng Chaowei's soft now emperor launch a challenge. Although be in a lot of years of future, apple and cereal song still have extremely high value possibly, but we have reason to believe, in investor eye, the apple may be more more dazzling than Gu Ge.



  Staunch malic clientele



Gu Ge has the network with the thick profit that nobody can reach to search business, but its a lot of other business appear deficit. The apple is big different, dry what is it simply what makes money, and even it is to let the music that more person buys its hardware equipment and offers and software can make money originally, former ability is its real business.



And will tell from core business, growing space of the apple should be gotten greatly much. The battalion of about 70% receives Gu Ge come from at value the network ad business of 14 billion dollar, and the specific gravity far inadequacy dvd discovery channel that computer business of the apple occupies battalion to close 10% dog crates large , mobile phone battalion closes to be occupied about 8% .



Additional, gain machine of the apple may compare Gu Ge's mode to suffer competition more not easily. The person that song of cereal of no less than is in charge of ground of too impatient to wait high to be superintended to antitrust mirrors in that way, need to change engine of a search only, the mouse of consumer arrived to go somewhere else with respect to the dot. The five fingers of Dan Ping fruit is to seam the money clip that took person of several ten million almost in, these consumer bought a few song and nearly 2 billion IPhone from AppStore(The mobile phone gets online)Application software. The credit card of more than 75 million person has in the apple file, they are building their song, film and application software library all the time. The Qian Yue that they spend is much, turn to other product not easily more.



   memory laptop toshibaThe apple aims at flat computer (Tablet PC)



We envisage an apple not hard to pass what method to acquire larger share from inside the cake of customer pay. Although the apple is in,digital musically should succeed, exceed Woerma a long time ago (WMT) becomes the musical fraction with the largest whole world to sell business, the music that has about 30% only however offers through ITunes. However as thousands of kinds of new application software appears in AppStore, the argument that buys an IPhone or IPod Touch will raise ceaselessly, regard a GPS as navigation system for instance with it, perhaps handle bank deposit. If place of hearsay of no less than says, the new edition of ITunes will be integrated in the future more gregarious network content, so will tell to the user of Facebook and Twitter, recommend App the friend dog stairs and ramps more convenient.



The apple is likely still the hardware market with new push forward of have the aid of (for instance flat computer) cross ahead jump one stride. Cross computer of flat of a few months to be able to flood the market again, this part should appreciate the support of the Windows 7 of Microsoft new operating system that will appear on the market. The analyst thinks all these equipment bring huge impact unlikelily. The game that the user that has one part IPhone nevertheless can want to be able to play AppStore to go up undoubtedly and the equipment that see a movie on bigger screen. The analyst thinks, the apple had created the demand to flat computer through ITunes.



As to Gu Ge, it is developing the field besides the search in try every means. Its Google Apps branch r dog stairs ealizes gain through selling business software, but still can't count real actual strength. The Android that the analyst predicts to period meeting has christmas to be based on Gu Ge not less operates the mobile phone of platform and other equipment to roll out, compare an apple nevertheless by scare buying the IPhone of one sky will tell is negligible apparently.



   Patulous its ecosystem



Even if apple fails to roll out new product ceaselessly, it also the best selling dog crates largehas other measure to harvest fructification from inside the ecosystem that has created profit for its. The profit margin as a result of the apple greatly prep above is other hardware produces business, its computer has very big depreciate space. In price on the note our market of 1000 dollars above, the apple is holding the market share of 38% . The analyst thinks, if the apple can roll out the computer of 800 dollar dog stairs best buy s, its market opportunity will increase 75% ; If the price falls to 600 dollars, market opportunity can increase 212% .



dog crates largeAnd, the company is OK still lease the homepage of ITunes or IPhone easily advertisement, this apple was not done all the time. When the search engine that because Gu Ge is used on IPhone,needs when the apple pays high specified number with other software fee, the company may adopt this one strategy.



Of course, the apple also faces a risk. The content collaboration business that the biggest risk comes from Yu Wei to hold ITunes ecosystem place to need. A lot of films and TV studio see the apple helps musical mill plate not actively gain profit from inside digital music, there is some of not yield an inch quite in argy-bargy respect. Recently, the software control that apple of criticism of business of development of a few application software sells to can passing AppStore is too tight.



   Answer surely (Bing) is not minatory



It is Steve Qiaobus most popular selling dvd discovery i next (the health dvd discovery best buy y problem of Steve Jobs) . Qiao Busi contracts pancreatic cancer, after becoming hepatic transplanting operation, had returned half job status now. The company says its do not rely on any individuals, point out Qiaobusi rests this year share price of the company in the time of half an year of sick leave rises considerably. But in presiding operation library of · of Guan Di Mu is overcome (in this paragraph of time that Tim Cook) takes over, he was opposite any new or defend weak market launchs attack.



Meanwhile, in visible future, gu Ge will still be network search domain is unquestionable get army person. Although Microsoft and Yahoo together, but very few person thinks of Microsoft should search a tool to be able to be inside short time surely Gu Ge of race to control is many market share.



However, a few people in Silicon Valley show, whether can the problem precede if really in Yu Ping Gu Ge, can surpass which s the most popular selling dog stairs cience and technology or telegraphic company next however. The target with the most possible the next is AT&T(T) , its market prise is 149.6 billion dollar. AT&T at present is in from the IPhone on market of sole agent United States benefit, without doubt, if the apple announces one day which to stop its dealership, its market prise will suffer a disastrous decline.



   Microsoft hard exceed



Those who remain have Microsoft only. Microsoft now market prise 206.1 billion dollar, the analyst thinks the solid base of Microsoft still can last several years at least. Besides, microsoft has proved to everybody, it is capable that to its business makes essential sex change. In look at present, microsoft is an apple hard a obstacle of exceed.

No comments:

Post a Comment