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Apple vs. Microsoft, By the Numbers

CWmike writes "It's a matter of opinion which company makes the better operating system or is likely to grow its smartphone market share. But numbers don't lie — or exaggerate. A little less than a year ago, Wall Street reached a Microsoft vs. Apple milestone: for the first time, Apple's corporate value surpassed Microsoft's. What has happened since? With Apple due to report its latest quarterly earnings on Wednesday — Microsoft reports its numbers next week — we look at some recent numbers, as well as data over time."

10 of 296 comments (clear)

  1. Meh by geek · · Score: 2, Insightful

    Apple stock is way over priced and has been for a while. Microsoft on the other hand is on the decline in almost every way. Not sure I really care about either company.

    1. Re:Meh by getNewNickName · · Score: 4, Insightful

      Overpriced compared to what? Compared to Microsoft? Apple has year-over-year EPS growth numbers that are over twice as high as Microsoft's. Stock valuation is based on expected future earnings growth. If you said that Google or Amazon are way over-priced compared to Microsoft you would have a legitimate argument since their earnings growth thus far has only matched Microsoft yet their P/E ratio paints a different picture. Let's focus on facts instead of vague hand-waving.

    2. Re:Meh by dougmc · · Score: 3, Insightful

      Do a little research or maybe learn a bit about simple Wall Street evaluation before you spout off nonsense like AAPL being over priced. The price off the stock does not have anything to do with that.

      *blink*

      You don't think a company's stock price has anything to do with a company's stock being overpriced?

      (I'm not saying I agree with any claims that the stock is overpriced, but your statement is ludicrous.)

    3. Re:Meh by graymocker · · Score: 4, Insightful

      Apple's margins are bad for a software company. Apple's margins are exceptional for a hardware company. (HP, HTC, and RIM's margins are all in the 10-20% range. They would kill for a 38% margin.)

      Judging purely from the financials, it's almost as if Apple were a hybrid software/hardware company or something.

  2. People won't be buying Windows Mobile... by joocemann · · Score: 4, Insightful

    ... because they *like* or *prefer* it.

    They will (mostly) be buying it because they don't know any better, or that it is "The OS" that is present on the phone they were sold.

    Windows Mobile has been and always will be a trash OS. Glitchy, crashy, unreliable, clunky, odd..... I have multiple years of experience and wished for something akin to iOS or Android the whole time.

    ---I fear the only way they can predict WM will outrun iOS is because of some form of anti-trust action in business producing exclusivity and limitation of OS choices. This is par for the course for microsoft and its business model; when the consumer doesn't like it, buy up, control, and limit their choices. In the end, they know the consumer pays for MS crap rather than not have technology.

  3. numbers don't lie/exaggerate, but... by CannonballHead · · Score: 4, Insightful

    the interpretation can.

    For example: $1k invested in 2000, AAPL vs. MSFT. What about 1985? 1990? 1995? Hindsight is 20/20, as the saying goes. Apple has had success with some of it's more recent Jobs products. But nobody KNEW that would happen before-hand. Apple has gone up and down; has Microsoft done the same? Was MSFT less of a gamble with a smaller potential benefit, whereas Apple was a gamble with large potential benefit? (I don't know, I'm only asking questions that could color the interpretation of these "infallible numbers" ....)

    Or, how about this one: revenue vs. profits. MSFT is still beating Apple in profit. So ... which is more important? Total stock price? Profit? Total revenue? ...

    Or how about diversity of revenue? If suddenly iPhones and iPads went out of style, where would Apple be? If Windows phones went out of style, where would Windows be?

    Interpretation of numbers is a big deal in comparing two companies... and there's a lot more to a company vs. company debate than revenue, profit, stock price/market cap, and phone sales... especially when products come and go as trends, and when one company has already shown that it falls apart without a certain CEO.

  4. AAPL overpriced? Are you on crack? by jamrock · · Score: 3, Insightful

    Apple's P/E is only about 18.5, and the case has been repeatedly made that the stock is ridiculously underpriced. Case in point. I can't believe your neck fart was modded insightful.

  5. Re:The Old New Thing by SilverJets · · Score: 4, Insightful

    He's as out of touch and greedy as he ever was only this time instead of storming out in a blaze of publicity he's signed up to getting an authorised biography done.

    Lol, wut? Out of touch? Really? Did you happen to notice the iPod? Apple cornered the marked on portable, digital music players and everyone else had to play catch up. Which none of them ever managed to do.

    Have you seen the iPad? Again, Apple has cornered the market and yet again the competitors are racing to catch up with Apple having already launched its 2nd gen iPad.

    From the other side he'll be madly laughing to himself as the seeds of his own arrogance caused Apple to miss the boat on getting an affordable OS X out to the masses and someone carries the blame again.

    Affordable OS X? Go to any computer store that sells Apple products. The disk for OS X costs about $30. 30 DOLLARS. How farking much does cheapest hobbled version of Windows 7 cost?

  6. Kinect. by w0mprat · · Score: 3, Insightful

    Everyone forgets about Kinect. Which outsold iPhones, iPads, iPod touchs, combined. It went on to break the Guiness World Record for the fastest selling consumer gadget of all time. Mod me down as a troll or whatever but: Thats Pretty Fucking Impressive. Frankly Apple's wonderously profitable, despite having nothing like the market share of other players, that is all.

    We're all still so besotted with shiny iThings and Microsoft bashing groupthink that we've kind of ignored this revolutionary human computer interface. Things being done with Kinect by hackers are seriously cool and ultimately this is the technology that is going to be the technology that the forthcoming consumer robot revolution will see the world with.

    Microsoft is hardly old news, it just isn't a news media and Wall Street darling like Apple. Microsofts been sinking billions into user interface R&D over the last little while, too much criticism, yet they now have something pretty revolutionary and record breaking to show for it.

    As soon as they stick Kinect in a smartphone they'll have a hit on their hands.

    ""It's a matter of opinion which company makes the better operating system or is likely to grow its smartphone market share. But numbers don't lie â" or exaggerate."

    Yeah numbers don't lie - Apple still has a niche desktop install base, and a smaller market share of mobiles than Android, and growth has plateaued in each area. Tablets are where Apple will inevitably dethroned, but I'd bet they hold out longer since their lead in this area is bigger. Historically Apple having any kind of lead has been a temporary thing.

    --
    After logging in slashdot still does not take you back to the page you were on. It's been that way for 20 years.
  7. why does anyone take Wall Str numbers seriously ? by cinnamon+colbert · · Score: 4, Insightful

    I mean, these are the guys selling toxic mortgage backed securities as "AAA" while simultaneously shorting the securities as junk
    Wall Str is where one number can come out, and suddenly a company is worth 10, or even 20% less then yesterday
    I could go on, but this blind faith in the "market" - which is really a relatively small # of conservative white guys who all live suburbs that are the same across the country - this faith is silly.