MEOW! Blog

Multimedia Ecosystem Opportunity Watch

Incumbent Profit Share Shift Tells How Disruption Works

Published in January 23rd, 2010

Posted by ChairmanMEOW! in Digital Thoughts

Profit Capture of Incumbents. See the graph under the link provided (source: Morgan Stanley). In 5 years, Incumbent operating profits from the mobile phone industry went from 100% share to 39% share. If this is not indicative of a successful (i.e. disruptive) entry, I don’t know what is. I should also point out that Symbian, Android [...]

Google vs. Apple Market Cap – There Is a Hidden Truth…

Published in January 23rd, 2010

Posted by ChairmanMEOW! in Digital Thoughts

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On account of Apple having cash of nearly $35 billion(*) while Google has about $22b, Google still retains a lead in terms of Enterprise Value ($165b vs. $154b). EV gives a better perspective on future earnings potential. On the other hand, Apple is increasing cash more rapidly. I think $45b net cash by the end [...]