成人小说亚洲一区二区三区,亚洲国产精品一区二区三区,国产精品成人精品久久久,久久综合一区二区三区,精品无码av一区二区,国产一级a毛一级a看免费视频,欧洲uv免费在线区一二区,亚洲国产欧美中日韩成人综合视频,国产熟女一区二区三区五月婷小说,亚洲一区波多野结衣在线


 
|
|
|
|
|
|
|
|
|
|
 
Profiting from Apple's war with Google
作者: Philip Elmer-DeWitt    時間: 2010年03月25日    來源: 財富中文網(wǎng)
 位置:投資理財         
字體 [   ]        
打印         
發(fā)表評論        
A trader who is long on AAPL and short on GOOG says Steve Jobs is taking Google down





????It's been a busy couple of weeks for revelations about Steve Jobs' falling out with Google's Eric Schmidt.

????On March 12, we had Brad Stone and Michael Helft's piece in the New York Times about the two CEO's long-running "spat." It included an account of a particularly "fierce" and "heated" meeting in 2008 in which an angry Steve Jobs told Google (GOOG) executives that if they deployed a version of multitouch in an Android phone, he would sue.

????Google deployed and, as promised, Apple (AAPL) sued, although its target — at least at first — was not Google but its smartphone manufacturer, HTC.

????Then on Monday we were treated to Valleywag's gossipy description of a one-sided phone conversation that took place shortly after news broke that HTC was building an Android phone. Jobs, according to this account, "shouted" and "railed" at Google's CEO until Schmidt's face went "weird."

????"Steve was very, very upset," Schmidt is said to have later told a companion. "My God, he was so angry."

????It's in this context that Jason Schwarz, an investment analyst with a knack for self promotion — through a newsletter, an e-book, and a new hardcover book — writes that "Google is in trouble … They've ruffled the wrong feathers." Having gone long on Apple and short on Google, he's betting that Google is headed to $300 a share — and doing his best to help it get there.

????In a piece posted on Seeking Alpha Wednesday, he cites five factors contributing to Google's supposed "demise." It's totally self serving, so take it with a grain of salt. But his list of Google's problems say a lot about how at least some Wall Street insiders view the rivalry. The highlights:

????1. Leadership. "This company is running like a chicken with its head cut off," Schwarz writes. "CEO Eric Schmidt is flying solo without the help of founders Larry Page and Sergey Brin who are actually selling shares themselves."

????2. Profitable Innovation. Google is having trouble making money from anything but search, which is why, he says, hardly a week goes by without word of another Google innovation. "Last week it was Google broadband. This week it’s Google TV. It’s all a big joke. Even Android is a joke."

????3. Mobile Search Competition. "The problem for Google," he writes, "is that the mobile Internet relies on applications rather than websites. Apple controls more than half of the mobile Web market share and Google is one Steve Jobs decision away from being left out of the Apple ecosystem."

????4. Brand Trust. "Nexus One was a disaster on so many levels… While Apple spent years securing patents to protect the intellectual property of the iPhone, Google is late to the game and is running scared. How much money will consumers invest in Android apps when they know Google offers no Tablet and might not continue with the Nexus One?"

????5. China. "This China thing has been catastrophic for Google. After struggling to gain any share from Baidu (BIDU), Google is out of a country that has more Internet users than the U.S. has people. Not good."

????It's always a mistake to read too much into what Wall Street does on any one day, but the market seems to be betting with Schwarz. At the close of trading Wednesday, Apple had set yet another all-time high ($229.37). Google, have fallen as much as 10 points during the day, managed to close at $557.33 — above it's opening price but more than 70 points off its 52-week high.




相關閱讀
用戶名: 密碼:      匿名


0條評論          查看更多評論











日韩 欧美 国产 另类A级| 精品视频一区二区三区在线播放 | 精品国产偷窥丝袜在线拍国语| 国产精品无码一区二区三区在| 国产FREEXXXX性播放麻豆| 欧美日韩免费在线一区二区三区不卡| 国产精品美女久久久免费| 91精品国产综合久久小仙女| 久热中文字幕在线精品| 337p日本欧洲亚洲大胆| 亚洲一区二区三区成人网站| 国产国拍亚洲精品mv在线观看| 国产AV综合第一页一个的一区免费影院黑人| 波多野结衣高清无码中文字幕| 全免费a级毛片免费看视频免| 天天综合网91免费看午夜无码鲁丝片真人一级毛片| 亚洲欧美日韩一区| 688欧美人禽杂交狂配| 亚洲欧美色国产中文字幕在线| 曰韩亚洲AV人人夜夜| 亚洲国产片精品一区二区三区| 久久人妻无码精品一区二区三区| 中国大陆精品视频XXXX| AV天堂永久资源网AV天堂| 无码国模国产在线观看| 少妇人妻无码专用视频首页| 欧美黑人日韩三级破处女视频污片| 一区二区天堂资源中文最新版在线一区| 亚洲熟妇无码另类久久久| 久久一区二区三区精品毛片| 人妻内射一区二区在线视频| 久久天天躁夜夜躁狠狠85台湾| 精品亚洲AV无码区最新| 人妻91麻豆一区二区三区| 国产精品无码不卡一区二区三区| 产精品毛片久久久久久久A片| 国产精品无码A∨精品影院| 美女视频黄频A免费高清不卡| 2024最新国产精品一区| 成人年无码AV片在线观看| 国产精品久久欧美久久一区|