2010-05-27

AAPL vs MSFT

When I bought my first Mac in February 2002, I was a blacksheep.  Nobody really bought Apple or paid much attention to it.  Microsoft was the big kid on the block, and Apple was a scrappy punk.  Times have changed.  Thanks to several big splashes over the years, Apple's market capitalization is now more than Microsoft's.

How did this happen?  Simple.  The OS wars were a red herring.  It's the hardware, stupid.  It was the iPod that saved Apple, not OS X.  But OS X was very successful in further destroying Microsoft's reputation.  Just think back to the "Get a mac" ads.  Sony has also fallen by the wayside.  Even its venerable Walkman brand is dead.

In 10 years, who will be #1?  Any thoughts?  My guess would be a firm like Samsung.

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