Apple

[Grieve]

Google and amazon are both continuing to define and create market opportunities that MIGHT turn into something. Their potential market rhetoric is diversified. Apple has 1 thing at revenue levels that could have an impact. Iphonepad......

Okay, except while it's true that Apple makes something like 70% of its profits from iPhone and iPad, Google makes more like 95% of its profits from ads.

So sure, IPhones could fall out of favor, but equally possible someone could take the ad/search market away from Google, just like Google took it away from Yahoo.

In fact I'd say it's more likely. People have 100s or 1000s of dollars invested in the Apple ecosystem (music, movies, apps), and they are unlikely to walk away from that. But it's very easy to change your search engine.

Anyway, we'll see. I suspect we'll see at least two new product categories from Apple this year. Let's see how they do.