Prediction: Apple will be worth double Microsoft by the end of 2011. (maybe end Q1 2012 I guess)
It hardly seems like yesterday that Apples market capitalisation passed Microsoft’s, and to me it now looks like they are in line to hit 2x.
I had been waiting for Google to catch up and overtake MS but those two move in almost perfect step, even though in theory they address very different audiences. Or maybe not, as MS makes corporate SW and Google sells the same corps ads. Interestingly it looks like IBM could creep past MS on the back of some good news.
Anyway a successful iPhone 5 launch and an iPad Christmas and Apple will leave them far behind. With Android tablets largely shelfware and Windows tablets just a glint in a marketeers powerpoint, Apple still have the market pretty much to themselves, barring the odd HP givaway of course. And pcs are old news of course, IT press coverage could be summed up by Cloud, Tablet, facebook.
What do you think?
Does it really matter?
Do you see any obvious opportunities or threats in these moves. I know software devs on the Apple platforms can do very well, but I would expect most consumer type stuff to move to the web, rather than native code. For businesses searching for the last nano second of performance native dev often makes sense, but that world is not so attractive to small software dev co’s I don’t think. As someone recently said, ‘the best minds of our generation are focussed on getting more people to click more ads’.
I am assuming of course that the threatened financial system meltdown does not occur, and that neither co makes a huge acquisition, I assume the MS/Yahoo deal is now officially off (in what must be considered one of the luckiest escapes in CEO history).