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Posts by vvswarup

You defend Amazon's poor profitability by saying that they're making money but they're choosing not to "hoard it" like Apple. Apple is not hoarding their money. Apple's pile of profits is like an overflowing toilet. If you think Apple should emulate Amazon, what would you have Apple do with its profits?  
In business, you have to be willing to make investments in order to create future revenue streams. But eventually, those investments have to bear fruit. Amazon has been around for nearly 20 years. It's just not going to work to continually trot out the same line that "we're focused on the long term," especially when the market has rewarded Amazon with a high P/E multiple. Also, Amazon has refused to give any information about how its "investments" are performing. Investors...
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...
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