or Connect
New Posts  All Forums:

Posts by vvswarup

You hit the nail on its head. Google lacks discipline and focus. Under the guise of "investing in the future" and "making the world a better place," the founders have thrown money at project after project, some with large amounts of risk. There are probably many projects into which large sums of money have been sunk with little to show for it. It is a miracle that Google has remained a Wall Street darling despite such an unimpressive record of project execution. It is even...
Many people from the media to Wall Street to even people on this very forum. 
This is a cool invention, but it represents more than that. Apple is no less innovative than Google, but Google is considered the great engine of innovation, the a Willy Wonka of tech, while Apple is considered to be content upgrading existing products. The difference is that Apple doesn't talk about what they do in their labs. The only way we can guess is by looking at their patent filings. If Google had come out with this, they would have gone farther to get publicity...
If you mention driverless cars and asteroid mining, you're forgetting an important detail. Neither of those are anywhere near close to being in the hands of a customer. Google has great ideas. Driverless cars, jetpacks, and asteroid mining are examples of that. But an idea is worthless unless Google can capitalize on it. That's what matters in business and that's not Google's strong suit. And you say Apple isn't the "Willy Wonka" of the tech world. First of all, how do you...
I totally agree. Why AI continues to show that "rendition" is beyond me. For starters, it still sports the iOS6 theme. That's so 2 years ago. 
 I've seen Apple end up on the wrong side of a double standard enough number of times to stop holding my breath for Apple to get a fair shake in the press.  People have a short memory. Google's handling of Glass is nothing new. That's the way Google has been doing things for years.
The price tag is high. There's no doubt about that. But this deal can't be worse than Google buying Motorola for $12.5 billion and selling the company for $2.9 billion and barely breaking even on the deal in the process.
 A corporation's job is to maximize shareholder value. If shareholders can earn a greater return on cash than the corporation can, the corporation is doing a disservice to shareholders by refusing to distribute the cash. Apple's cash balance exceeded $100 billion in April 2012, when Apple announced a dividend and buyback plan. Apple had repeatedly said that they have more cash than they need. Explain to me how that wouldn't have been the case had SJ been CEO. Whether or...
Let's not get too carried away with conspiracy theories that Wall Street's estimates are based on a nefarious scheme to shaft Main Street. The tools that you describe for fundamental analysis such as SWOT analysis and present value of future cash flows are the same tools that Wall Street analysts use to come up with their earnings estimates and price targets. The reality is that unfortunately, you and I have the freedom to do what we want with our analysis but Wall Street...
There is nothing wrong with a company attempting to develop core competencies in other areas. If Google wants to try to develop a core competency in hardware, that's okay. If Google was trying to compete against Apple in hardware, Google was going about it the wrong way entirely. For years, Apple has been derided for its model of vertical integration. The fact that Google bought Motorola's phone business and manufactured a phone was Google going against its own philosophy...
New Posts  All Forums: