Skip to main content

Change of Guards - MSFT to GOOG

 Tale of two companies.

Today is the day when the baton was officially handed to Google by Microsoft. Today is the day when a tech behemoth like Microsoft which dominated the Desktop industry passed that baton to Internet company Google.

In the process, Google became the 2nd most valuable tech company. That is huge. 

It's come at a year when Microsoft is about to release the 2 biggest products in their history of existence and is coming a crucial time when Desktop/Laptop market is dying.

It's also come at a point when Google is no longer the king of the hill or the dominant force before Twitter's and Facebook's surge.  The biggest threat to Google is not the companies that are competing, but governments vested interests who wants to block Google Services. 

But Google is not a normal company. If there is one thing that Google has it's right is the fact that it still want's to search the answer and provide it to users with their products. It has the best "geek" talent and still has aspirations to make things better for humans. 

With the Driver-less Car and Project Glass coming soon - Things are getting interesting with them again.


I want to know what Steve Ballmer has to say about his comment today. "Google's not a real company. It's a house of cards". - Steve Ballmer 2004. 

Since then, these cards have increased by 400% in value.

Comments

Popular posts from this blog

Interesting Articles - May 2nd 2017

1. All eyes on iPhone Sales - iPhone 8 (4 mins)
I love reading Bob Lefetz newsletter. He has his own unique way of saying the things that he wants to say where a layman can understand it.
"Tech is all about utility, not fashion. And there’s no breakthrough coming, other than a curved screen. You needed a new phone when they went from 3G to LTE. You needed a new phone when they increased the screen size. You no longer need a new phone, especially since the carriers have stopped subsidizing the purchase, now that the true cost is evident. People drive their cars ever-longer, but analysts believe consumers are all gonna fork over a thousand bucks for a fashion statement? Not gonna happen. Otherwise, 3-D TV would have been a juggernaut and you’d be throwing away your present flat screen for one with 4k."
http://lefsetz.com/wordpress/2017/05/01/iphone-8/
Bonus article  - Bob had an amazing post last week just before Twitter's quarterly results
http://lefsetz.com/wordpress/2017/04/25/tw…

Oatmeal, Organic Milk, Amazon and retail, Microsoft Windows 10S - May 3rd 2017

Jimmy Kimmel and Stephen Colbert dominated the news with their monologues and they are must watch. Apple released it Quarterly results and they really look good to me :-) (Wall St disagrees, but when a company makes $50b in revenue in a quarter and $11b in profit - that's really good to me). Jokes aside, Apple is stagnant with no real new product in the pipeline and the next quarter, historically has been weak and with everyone waiting for 10th anniversary iPhone and the rumor that they won't be on sale till 2018, then it doesn't bode well for them.
Here are some interesting posts for today.

1. Oatmeal - You are not going to believe what I am going to tell you! (10 mins)

If there is one story you have to read today, read this. This is amazing and it is fun and makes you wonder on how we think and act and how our brain is wired with our core beliefs and how they shape our decision making. This is really good.

http://theoatmeal.com/comics/believe



2. Organic Milk: A natural Scam? …

Interesting Articles - April 20th 2017

1. Codeine and Kids - What can go wrong?

Deep down we all knew the side effects of the painkillers and cough syrup, now the FDA has come out slinging against Codeine and Tramadol. On one hand FDA has decided to come against the painkillers, but on the other hand, it did nothing to stop pharmaceuticals to sell OTC cough syrups and drugs that do contain those chemical elements.

http://www.npr.org/sections/health-shots/2017/04/20/524376484/dont-give-kids-cough-syrup-or-pain-meds-that-contain-codeine-fda-says

2. Emirates - The problem begins

This was my fear when the current administration signed the executive order to ban tablets and laptops for three middle eastern airlines. How long before the other two airlines cut down the stops in US and concentrate more in Europe and the rest of the world? What it means for passengers? More expensive flights for world travelers. The tourism industry is already hit with anxiety and a lot of travelers are definitely avoiding the hassle to come to thi…