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."
they are doing a helluva lot better then linux on the desktop.
Yeah, that's gonna happen.
Help stamp out iliturcy.
But numbers don't lie — or exaggerate.
That's a lie — and an exaggeration.
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.
And Linux has already beaten them both in server,mobile devices and embedded systems market. What's your point again?
I'm going to have to agree. I don't know anyone who is planning to get (or is excited about the possibility of getting) a windows phone. Add the fact that many (most) companies are now supporting iOS and Android on their corporate networks, and what you come up with is a market already filled with devices superior to anything Microsoft could offer. No one is going to willingly downgrade to a windows phone.
"Please hook us up with your dealer!!" what ever you're popping/snorting we want some too.
by TheSpoom (715771) Uncaring Linux user here. I have nothing to add to this but please continue. *munches popcorn*
#2. That's your butt. And my post number.
In the Navy we call it our "6", you insensitive clod!
I'd try to calm down before posting next time - and check a few facts. Take a look at what happened to Apple without Steve Jobs... and what happened last time Apple let other companies use their OS.
Analyst's are assuming that just because Microsoft partnered with Nokia their smartphone businesses will come back from the dead by gravity!!! Guess what... I don't think that's ever going to happen. Both Microsoft and Nokia have demonstrated that they are dinosaurs and they don't understand new technologies. Even worst, they don't understand consumers!!!
The whole point of the article is that it's not like Apple vs IBM all over again. You forgot to take your blinders off some 10 years ago.
... 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.
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.
FTFA:
However, both Gartner and IDC predict Microsoft's Windows Phone will beat out Apple's iOS for mobile market share by 2015
Yeah, that's what everyone predicts from the market share trends :
Or maybe MS will continue its slow descent into hell...
I have discovered a truly marvelous proof of killer sig, which this margin is too narrow to contain.
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.
How Numbers Lie: A Consumer's Guide to the Fine Art of Numerical Deception
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?
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.
I've been a lifelong Windows user (happy about it too), and up until recently never thought that would change. But, as I was researching my options for a new laptop, I found I couldn't get what I wanted (256GB SSD, 13", ultra light, long battery) for any cheaper buying Dell/HP/whatever so I bought a refurb Macbook. I'm a .NET developer though, and I never never never never never would have even thought of buying one without Parallels so that I could run Windows. I'm not sure that my anecdote is representative of the recent Mac surge at large, but I sure am one who can be counted in both camps. This is one of those statistics that I'm not sure represents the whole story. I wonder how many Mac owners run just OSX, because I suspect that most PC owners run Windows exclusively by a wide margin.
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.
But according to Apple, you also have to own/buy apple hardware to install that $30 OS on.
Considering Apple went out of their way to stop people from installing OSX on netbooks, the AC has a point. If Apple had to support OSX on every type of Intel and AMD platform I am not so sure their "smooth OS experience" would be there across the board.
Ummm. Mod parent totally fucked up please.
I dunno, in an oligarchy like we have now, you have this twisty spread of Rock Scissors Paper.
We know all of what evil MS was capable of in their prime, so now their humility looks like "we can't pull our tricks, so we'll smile a little."
So then you dance to the "Rebel Company" aka Apple. You spend a while debating "dominant vs rebel". Then you consider the Android Clones.
I know what MS is, I feel like Tech needs a little bit of a jolt.
My first Journal Entry ever, in 8 years! http://slashdot.org/journal/365947/aphelion-scifi-fantasy-horror-poetry-webzine
I fear the only way they can predict WM will outrun iOS [...]
This is the most ridiculous claim of TFA.
They only provide 2 data point : 2010 and 2011, where Microsoft has clearly a fraction of Apple marketshare, but is showing some slight improvement. And out of this, the analyst predict the value of 2012 and 2015 and think that by then Microsoft will dominate the market ?!?
It mostly reminds me of that.
"Sufficiently advanced satire is indistinguishable from reality." - [Tips: 1DrYakQDKCQ6y52z6QbnkxHXAocMZJE61o ]
Lister: Where is everybody, Hol?
Holly: They're dead, Dave.
Lister: Who is?
Holly: Everybody, Dave.
Lister: What, Captain Hollister?
Holly: Everybody's dead, Dave.
Lister: What, Todhunter?
Holly: Everybody's dead, Dave.
Lister: What, Selby?
Holly: They're all dead. Everybody's dead, Dave.
Lister: Petersen isn't, is he?
Holly: Everybody is dead, Dave.
Lister: Not Chen?
Holly: Gordon Bennett! Yes! Chen, everybody. Everybody's dead, Dave.
Lister: Rimmer?
Holly: He's dead, Dave. Everybody's dead. Everybody is dead, Dave!
Lister: Wait. Are you trying to tell me everybody's dead?
"Out of their way" being a non-encrypted install DVD with no serial numbers and no activation system with a single text file that says "please don't steal OSX" that you have to remove before burning a bootable copy on a non-apple machine.
That's so far out of their way, I agree.
I am quite happy with Steve Ballmer's level of achievement over this past decade. Fighting the law of large numbers, a mature market for their established products he has held the company level year after year. Yes, the company has been caled stagnant, dead money, a dinosaur. But he keeps struggling, investing the company's profits in acqsitions that strategically fail, share buybacks that mysteriously don't increase the stock price, and Bing - which consolidates non-Google search and ads into one bundle whose competitive strengths are legendary.
We should all praise Steve's achievements if we want him to continue to do such great work.
Help stamp out iliturcy.
Was Microsoft really worth more than Apple in 1980s? According to Google finance, since pi day 1986 (Microsoft's IPO) Microsoft stock has increased 24850% and Apple stock has increased 10820% (adjusted for splits). Obviously there is not a perfect connection between stock increase and market value (because of stock buybacks, acquisitions, etc.). But if the Google finance numbers are correct, it seems implausible that Microsoft was worth more than Apple in 1986. And since Apple stock did not increase between Apple's IPO (1980-12-12) and Microsoft's IPO, Apple was almost certainly worth more than Microsoft in the early 80s.
See for yourself:
Apple
Oranges
Which would you choose?
For justice, we must go to Don Corleone
But according to Apple, you also have to own/buy apple hardware to install that $30 OS on.
According to MS you have to buy/own PC hardware to install Windows 7. And it has to be hardware made in the last several years or Aero won't work. The nerve of Microsoft.
Well, there's spam egg sausage and spam, that's not got much spam in it.
Windows monopoly? Is that something like Ford motor company having a monopoly on Fords? Last time I checked I didn't see any companies trying to compete with MS in selling Windows. MS has always done what any for profit company is supposed to do and that is succeed. The reason they were able to succeed enough to saturate the industry was due to the lack of any competition when they first started and a hell of alot of luck. MS took the software on commodity hardware approach where Apple chose the software and controlled hardware approach. This resulted in Macs always being more expensive than Windows and that resulted in a lot of companies choosing MS over Apple because the cost factor. Now that the IT landscape has turned towards phones and pads Apple can embrace their original business model and keep a tight rein on the hardware which runs their software offerings. Now MS needs to re-tool and come up with new set of priorities and plans. The IT business world is probably the most volatile industry on the planet. Every time you turn around there are new cpu's and improved network technology being developed. What was the best 2 years ago is totally obsolete today. Both hardware and software have a very short shelf life. I wouldn't count MS out just yet because as much as people complain about MS they do have some very smart people working for them and they certainly have enough money to take a hit in revenue while they work on changing their priorities. Judging and stereotyping all of their staff using Ballmer as the example is incredibly short sighted.
Windows, I have heard of these self harm disorders before, I hope for your speedy recovery.
Got Code?
OMG !!!!!! Mod!!! Mod!!!!!
Fucking funny!!!!!!!!!!!!
Comment removed based on user account deletion
That's the stupidest thing I've ever read.
Windows. Office. Sharepoint. BizTalk. Exchange. System Center Suite. SQL Server. Dynamics. Forefront, and probably more.
They *all* make money. Microsoft is one of the most diverse companies out there, and despite you not liking their products doesn't make them any less profitable. The thing is, MS doesn't have to improve a lot in these arenas because its products are superior to most competitors. Sure, there's choice but MS integration is what companies strangely like, as it keeps the TCO low.
Granted, it's not to say that they couldn't do a better job on a lot of their products, and Windows Phone has a great OS (now, anyway) with a mediocre product launch and marketing, and long term strategy.
However if Apple loses out on the phone arena, and their tablets aren't doing so well either... the company is going to take a dump FAST. Similarly for Google, if Microsoft gains 5% in Bing traffic and Google loses 5%, Google loses a *huge* chunk of revenue because 90%+ of it is derived from search. The same is not true for Microsoft. They have the luxury to be able to make mistakes, but it doesn't mean that every little thing that other people do better in phones, in tablets, in search, or on the desktop (yet to be seen) will chip away at MS quickly.
The price is always right if someone else is paying.
Ok, so you don't have to buy a PC to run Windows 7 on?
Also, are you claiming that the Windows experience is smooth across the board? Seriously?
Apple's market cap exceeds Microsoft's but OS X still represents less than 10% of the desktop market and Android has comfortably eclipsed iOS on smart phones.
Now wash your hands.
Windows monopoly? Is that something like Ford motor company having a monopoly on Fords?
No, but it might be if there were technical issues that forced each brand of car to use different and incompatible kinds of gasoline, and all the gas stations in the country only sold Ford-compatible fuel.
Apple has been doing very well since Steve's return, especially in the last ten years or so, but there has been a handful of flops to various degrees:
Mac G4 Cube .Mac/mobile me
hockeypuck mouse
magic mouse
Dalmatian & flower power iMacs
Motorola ROKR
iPod socks
iPod Hi-Fi
Ping
Comment removed based on user account deletion
I don't know where they get these numbers out! In my field, I don't know a single guy that is still on Windows. Last time I was on a workshop and there were 80 participants and exactly two PCs (me and a toothless french guy). In fact, all my friends are purely apple as well. I hear all these claims that windows still oversells apple, but it just doesn't click. I'd guess it is 95% OSX 5% apple and if I correct for selection effect, maybe 50%-50%, but this article claims just 4% OSX?!?! I haven't seen anybody using windows for a long time. In fact, I use bing just out of support for the underdog...
The cookie sheet and blade servers are a bit different that the 1-5 RU units most people think of when they say "HP server" but HP sells a lot of them and seeing huge growth. Then there's HPC, hosting and "cloud." HP sells more servers than anybody, and OS is always optional.
Help stamp out iliturcy.
Mod parent up! This is something MS bashers don't stop to think. Windows and Office might be their most visible products, but there is a big line out there from MS that makes a lot of money and is in high demand. Apple has a really short stick on that one: ipods, ipads, iphones. This isn't me saying MS has a huge advantage over Apple: This is me saying that, no matter how much you want it to happen, MS' death isn't that close. Apple is a lot more vulnerable to wild market whims.
Oblivion Awaits
You've only been saying this since MS lost the top slot.
A year or so ago it was all "MS is teh biggerz!!!"
Now it's "Meh?".
Nobody is fooled.
Comment removed based on user account deletion
fghfnh
My turnips listen for the soft cry of your love
Not sure I follow your reasoning but using the word "if" doesn't help your argument. The words "If " and "maybe" change the context in which the topic is being debated. The fact is Ford doesn't have any fuel requirements that are different then any other manufacturing and MS is the only company selling Windows and therefore doesn't meet the definition of a monopoly.
Ooh look! Another "Apple is going to go out of business" sighting...I've been hearing this since 1988 and it's still not even remotely close to happening.
Windows Phones will surpass iPhones by 2015? Yeah, right. Windows phones will surpass iPhones at approximately the same time Zunes surpass iPods.
The word "if" means that your analogy doesn't work unless this this contrived fuel situation is added to account for software compatibility network effects. IOW, your original claim that there was no monopoly in the desktop OS market (based on arbitrarily narrowing the definition of a monopoly to suit your argument) was incorrect. HTH.
[why does anyone take Wall Str numbers seriously?] I mean, these are the guys selling toxic mortgage backed securities as "AAA" while simultaneously shorting the securities as junk.
Let's think about this. I think government policy was that everybody should own a home, whether they could afford the loan or not. That, and the observation of broke banks being bailed out in the past, lead to incentives for banks to give out bad loans to people who couldn't afford it. The government 'encouragement' of AAA stocks was an incentive to overstate the un-risk of stocks so that the people who wanted to buy them, could. The trading of derivatives washed out what was an already obscured risk in the "base cases".
Yeah, people sold crap. Probably some sold crap knowingly. So the Wall-Streeters are not innocent. But let's not pretend the government is innocent either. What I think ought to happen is propagation of risk to the people who own the bank (the stockholders, and the stockholders of stockholders, and to infinity): if the bank goes south and can't pay the people who have lent it money, the people who own the bank should pay. Then banks can crash all they want and not hurt Joe Schmoe by not paying out his life savings. An unstable or failing banking system still hurts people by limiting the access to financial services (savings, loans, investment), but I think it's better for society to put up with that than giving money to people who can't run a successful business.
Wall Str is where one number can come out, and suddenly a company is worth 10, or even 20% less then yesterday
Right, because numbers never say anything about the world, right? The demand for long-lasting food and emergency shelters might very reasonably depend on whether the asteroid is 1 or 0.001 light-years away from the earth. This high or low demand will very reasonably influence the value of the producers of long-lasting food and emergency shelters, because if we're about to get hit, why is it bad to want that or bad to supply the people who want it?
People at Wall Street might make bank on hurting society, but that's to some extent a consequence of the government setting up the playing field badly, and also actively giving money to nincompoops. It's my understanding that what you need is not better people, but better incentives: if people get rewarded for doing things that are good rather than bad for society, they often will. The more they want the reward, the greater the incentive effect of it.
For instance, if there's a cause-effect between getting campaign financing and holding political power, the people who want to hold political power have an incentive to seek out campaign financing. The result is a "free" market favoring rich industrialists rather than consumers and public schools favoring teacher unions rather than students. If the banking incentives are such that you'll make a big wad of cash even if you take on too much risk, the people who run banks will... well, I'll let you work on that :-)
Think also about evolution: if the "incentive" (working through survivorship bias) is to procreate, what will organisms do?