So all these talks (Who wins among Google, Microsoft, Apple) about competition notwithstanding, these companies are operating in huge growth markets and have done exceptionally well. The good news is that unlike IBM of the 90s (the undisputed leader of mainframes) there are many big players and a lot of innovative products! We are familiar with Winner-Takes-It All concept. What this new phenomenon should be called - when the three big players/competitors Microsoft, Google, Apple are winning together ? Is this just because their target markets are so big that they can win together without dislodging others' profits?
Thursday, March 25, 2010
Microsoft-Apple-Google: Fighting and Winning Together!
I just saw the chart of the Day and found both the chart/the article interesting. If we do a rough calculation, only 14% of the top 72 Tech companies (i.e. Top Ten Tech companies) account for 66% of the total cash and equivalents of Top 72 companies. As per the WSJ article, Over the past two years, Apple Inc., Oracle Corp., Google Inc., Microsoft Corp. and six other large tech companies have generated $68.5 billion in new cash, compared with just $13.5 billion for the other 65 tech companies in the S&P 500 Index combined.
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It works when the industry is growing and evolving. It will be different when the sector does not grow.
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