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To: PugetSoundSoldier

Interesting numbers there. I don’t like Google but they are doing a good job of expanding their company into new markets. Whats Apples new market? Video rental????


172 posted on 09/15/2010 6:30:04 PM PDT by driftdiver (I could eat it raw, but why do that when I have a fire.)
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To: driftdiver
Interesting numbers there.

Yep. It's one of the reasons I think a good chunk of Apple's stock is a bubble - their margin is actually lower than their competition, and they're starting to lose marketshare (even though the entire market is growing fast enough their gross sales are still increasing).

Company A has more revenue, more profit, a higher margin, a greater percentage (absolutely dominant, actually) share of its core markets, and a growing market.

Company B has less revenue, less profit, lower margins, a shrinking percentage (rapidly, no less) share of one of its markets, it doesn't dominate any of its core markets, but all of them are growing.

How company B is valued greater than company A, well, it just doesn't make any technical sense. It must be hope and change for the future, which means a bit of a bubble valuation - hope that the future will show "good things".

173 posted on 09/15/2010 6:34:07 PM PDT by PugetSoundSoldier (Indignation over the Sting of Truth is the defense of the indefensible)
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