Entries in microsoft (13)

Thursday
Feb232012

Why Apple should buy Yahoo!

There are no shortages of ideas and suggestions for the spending of Apple’s $100 billion cash mountain. Some hopefuls entertained notions of a dividend, but this was squashed at today’s shareholders’ meeting. There will be no dividend, no share buyback and no stock split in the immediate future.

In the meantime, Forbes has come up with a suggestion that could make a lot of sense: Buy Yahoo!

Forbes contends Apple should get into the search engine business at a time when Yahoo! is weak and with a current net value of $18.3 billion. No doubt this valuation would soar if Apple showed any interest, but the company still offers a lot for a reasonable price.

More compelling arguments follow: Apple needs to stay in or get out of the advertising business; Apple should be developing key features and not relying so much on Google for aspects such as search, You Tube and maps; Yahoo! owns thousands of useful patents; Finally, Yahoo! could form the basis of an Apple payments system.

But, as Forbes points out, other suiters could be pulled in if Apple shows an interest in Yahoo!—among them Microsoft and Facebook, although for the moment Facebook is out of the running until it becomes a public company.

Thursday
Feb092012

Buy three Amazon shares for one Apple share

To borrow from Amazon’s latest advertising theme, you can (nearly) buy three Amazon shares for one Apple share. Are you better buying 3 Amazon or 1 Apple? I don’t know. I realise it is a pretty fatuous comparison, but it does make you think, doesn’t it?

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Wednesday
Jan252012

Halo Effect: Apple's seductive horse in Microsoft's Troy

What happens when those PC come up for renewal? Millions of people who have never previously considered a Mac will certainly replace their PCs with an Apple product. I have strong anecdotal evidence that this is happening already.

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Wednesday
Jan182012

The rise and fall of personal computing

Horace Dediu of Asymco charts the rise and fall of computing empires. He sees three distinct phases in the history of personal computing. The period from 1975 to 1991 was a time rapid growth but also a time of experiment with multiple standards jostling for preeminence. Between 1991 and 2007 Microsoft held a near monopoly, although one small alternative platform, Apple, did survive. The current third phase, starting with the emergence of the iPhone and iPad, has similarities to the first phase with multiple platforms fighting it out. Read the full report here.

Monday
Jan162012

Growing iPad penetration of corporate world

New research by IDG confirms previous reports than the iPad is making big inroads into the corporate sector. In Europe, 80% of professionals owning an iPad use the device for work-related tasks and 40% of devices are supplied by their companies. In the USA the figure is even higher, at 93%, although only 13% are lucky enough to have their boss pick up the tab.

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