Apple

[Vanraw]

Google sells Motorola to Lenovo for 2.91 billion... Well that was quick, and it was a huge loss for Google

Link

They are still keeping the vast majority of the patents (15000 out of 17000), which presumably was why they bought it in the first place... And presumably some of those patents could have been a threat to google at some point (and others I would imagine have residual income streams).

Plus the $12.5 billion price tag was misleading. <!-- m --><a class="postlink" href="http://www.forbes.com/sites/timworstall/2012/12/22/did-motorola-mobility-only-cost-google-1-5-billion/">http://www.forbes.com/sites/timworstall ... 5-billion/</a><!-- m -->

Right. This was the point of the purchase. I don't know if any of Motorola tech went into making the nexus tablets better. I suspect they did. But the real benefit is the IP law protection schemes have to go through today.

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.

Your missing the point. Your issue is not understanding why the Apple stock is being punished. The stock market is about perception of future earnings. You know this. That why I capitalized the word MIGHT. Apple has been whispering "new product categories" now for 4 or 5 years and there has been nothing but iphonepad upgrades. Apples stock went to 700 on the IDEA of Apple TV. Apple is losing / has lost confidence in investors that it can come up with a "new product categories" that is significant revenue.

iPOD (and iTunes) and then itouch was last real innovation I've seen from Apple. The iPhone and then Ipad are just renditions of the iTouch. They have done a good a job at integrating new technology into their MAC and iTouch technology but these are all just upgrades.

I don't own Google stock right now but if I did I would hold it. If for no other reason then 2 major initiatives they are involved with and taking seriously. Self driven cars (which is carving major patents in, and I suspect will be a standard of every car sold in America in 10 years. And Robotics, which is the inevitable future. Will they win these and be the leader? Don't know, but the fact that IF THEY DO, it would be hundreds of billions in revenue, has the market excited about the future.

In the stock market forward looking new revenue perspective, Apple has no future.