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Analyst: Apple and Google should watch out for Microsoft

0. phoneArena 29 Nov 2012, 15:43 posted on

Saying that Microsoft will crush Google, and muscle out Apple, this analyst thinks the market will look very different next year...

This is a discussion for a news. To read the whole news, click here

posted on 29 Nov 2012, 16:05 2

4. aco96 (Posts: 241; Member since: 12 Oct 2012)


Nokia Belle

posted on 29 Nov 2012, 16:18 2

8. CanYouSeeTheLight (Posts: 1116; Member since: 05 Jul 2012)


Are there people still using Symbian?

posted on 29 Nov 2012, 16:36 6

10. chaoticrazor (Posts: 2347; Member since: 28 Aug 2012)


yep im one of them, i can do everything i need and more.

posted on 29 Nov 2012, 18:29 1

28. wendygarett (unregistered)


Wtf thumb you down because you are symbian user? Seriously this is too much!!

posted on 30 Nov 2012, 01:05

53. chaoticrazor (Posts: 2347; Member since: 28 Aug 2012)


What are you on about, it ain't my fault you got thumbed downed stop been a baby crying over it.

Your too much how about you go do something other then troll

posted on 29 Nov 2012, 16:17 5

7. TylerGrunter (Posts: 1533; Member since: 16 Feb 2012)


Apple=as their ecosystem is build up of just pretty much one device every year, it will take just one bad device, one serious issue to have a debacle. Also their capacity for growth is limited, as most of the upper market is already saturated (eveyone with money to buy and iphone has already a smartphone of some kind). They also have two differnt OS and trying to avoid them competing (lack of productivity in iPads/iphones) can take a toll in the long run.

Google=There is no real revenue at this point in time for Google from Android, or it is very limited. If selling videos, music and apps fron the playstore doesn´t compensate the high costs of constantly innovating and actualizing the OS their model is at risk.
They need aslo to put a foot in the bigger screens, computers and TVs.

Microsoft=They desperately need to enter in the mobile market. Right now the stragegy of 3 different OS (W8, RT and WP8) won´t be sustainable in the long term and will cause confussion and disatissfaction in the customers. Either they manage a sucess with WP8 and/or RT and merge them or with the convergence of mobile & productivity computers they could end up losing their business completely.

Personally I think Apple is the best postioned for the present, but Google and Microsoft are better positioned for the future, one in the mobile and media consumption, and the other in the productivity markets. But as both markets (compters and mobile) converge I doubt there will be place for the three. OS are natural monopolies, and that´s a rule difficult fo fight. So let´s take some popcorn, sit and watch how it develops!

posted on 29 Nov 2012, 16:42

13. mick25 (banned) (Posts: 110; Member since: 12 Nov 2012)


"They need aslo to put a foot in the bigger screens, computers and TVs."

They already are. Google TV, Chrome OS, etc.

posted on 30 Nov 2012, 01:52 1

55. TylerGrunter (Posts: 1533; Member since: 16 Feb 2012)


With "put a foot" I mean to have the critical market share that is needed to make profit out of a product. In both cases the market share Google has is negligible.

posted on 29 Nov 2012, 16:57 2

20. QWIKSTRIKE (Posts: 1173; Member since: 09 Mar 2010)


you are completely wrong about Google, they make money from advertising and as long as you have a hand held device or pc they will make money unless advertising changes.

Google would give away devices at cost because advertising is very lucrative. They have a great model based on this. Why do you think maps is free, and most things are free with Google. The more you get in contact with Googles advertisers they get paid if even only a click of an ad.

However this analyst is just blowing smoke up your ass to get is postition traction in the stock market

posted on 29 Nov 2012, 17:43 1

23. Aeires (unregistered)


And to get the Google app package, you have to pay Google for each handset made that have them. If the daily activations are a million, even if 75% of them have the app packages, that's a boat load of money made from having the official Google apps. And there's the market as well, it is always being advanced and offering more money for Google to collect.

Android is a big money maker, make no mistake about it.

posted on 30 Nov 2012, 02:22 1

57. TylerGrunter (Posts: 1533; Member since: 16 Feb 2012)


OEMs don't pay to get the app pacakage. The only condition is that they have to include the whole pack. Google does this to ensure they include the "Play Store" instead of their own stores. That's why the Kindle doesn't have any of the applications, becasue they want you to use the Amazon Store, not the Google one.
The revenues for Google comes from:
a) Advertising: pretty much in each one of the apps
b) Sells in Play Store
c) Selling services like Google Drive or Google docs
d) Selling positioning for business (EG: if you want your shopt to show in Google Maps over other shops in a search)

posted on 30 Nov 2012, 19:36

76. Aeires (unregistered)


I wish I would have bookmarked it but I could swear I read an article that said to get the official Google apps, manufacturers had to pay Google a fee for them. It was the main reason a lot of phones coming out of China don't have the Play store, they didn't pay the fee. And of course, Amazon wasn't going to do that either because they created their own market. Same reason why a lot of cheap tablets don't have the Play store.

posted on 30 Nov 2012, 02:28

58. TylerGrunter (Posts: 1533; Member since: 16 Feb 2012)


I didn't say they don't make money, I said it's very limited in mobile for the time being.
For how much they make out of advertisements:
http://www.phonearena.com/news/Googles-stock-slides-on-earnings-report-1.3-million-Android-devices-activated-daily_id35695

And for revenues of the Play Store:
http://www.phonearena.com/news/Google-Play-app-revenue-up-311-but-iTunes-still-4x-higher-than-that_id37158

They are making money, but so little that they are still creating Android more for the promise of future profits in the Play Store (selling videos and music may increse that in the medium-short term) than for any real gains right now.
Don't get me wrong, I'm cheering for Google, but I'm not blind of how much they struggle to offer services at the minimum price possible.

posted on 29 Nov 2012, 19:43

33. webOSlove (unregistered)


They haven't really innovated. Matias Duarte is just takinng 3 year old webOS ideas and putting them into Android. WebOS is one of the main reasons Android has changed at all.

posted on 29 Nov 2012, 20:08 1

38. meowcenary (Posts: 187; Member since: 13 Apr 2012)


Besides WP, webOS has always been a favorite. It's a shame that HP did not do Foxtrot Sierra to this fine OS.

As for androidOS change is not that spectacular OS wise. Hardware wise they still can't do multicore processors efficiently. In order for androidOS to mature, google needs to stop this arms race against iOS. They focus on fine tuning and making their OS more robust versus a leaking sieve.

posted on 30 Nov 2012, 02:40

60. MeoCao (unregistered)


I think what you say about Android is fair, but some weaknesses are due to Android open nature. eg Android apps need scaling while iOS apps don't therefore iOS is very inflexible and it's very difficult for iOS to expand to different screen sizes.

And Android powerful Notification Center, widgets, Google Now .. all require system resources.

maybe Goggle can make Android more efficient but overall I think the price that Android has to pay is money well spent.

posted on 30 Nov 2012, 02:47 1

62. MeoCao (unregistered)


I disagree, I think the best that Android inherits from WebOS is Duarte himself. This guy is genius. He did bring some ideas from WebOS like dispaying information in cards but that's not a big thing.

But no doubt Duarte has done a very good job fro Android.

posted on 29 Nov 2012, 16:36 2

11. mick25 (banned) (Posts: 110; Member since: 12 Nov 2012)


This analysis is far-fetched; it just seems like Sizemore is trying to justify his investment into Microsoft.

"With Nokia, HTC, Samsung and others jumping on the Windows Phone bandwagon he believes the mobile phone market will look markedly different this time next year."

This is the most naive thought I've ever read. Nokia is the only manufacturer that's going all in with Windows Phone. Ever wonder why Samsung makes a whole variety of handsets for Android yet a very few for Windows Phone? Because they know all the money is in Android, as with just about every manufacturers. Android fragmentation is a good thing to these manufacturers; HTC wouldn't have their Sense skin, or Samsung wouldn't have their Touchwiz and possibly the Galaxy Note would not exist either if it weren't for fragmentation. Manufacturers love Android, because they can differentiate their products from others even if they're using the same OS platform. HTC and Samsung are merely testing the Windows Phone market. Windows Phones have nearly zero differentiation; if there is no differentiation, there is little profit to be made. If Samsung and every other Android manufacturers went all in with Windows Phone as Nokia did, I can guarantee you Nokia would be long gone or at the very least, insignificant as they were before they looked into Windows Phone. This is also how Apple is also able to maintain a higher price than its competitors, by differentiation with their iOS.

"Sizemore then digs into Google and its Android ecosystem hard, especially Google Play, which he refers to as a “shoddy attempt to compete with Apple’s iTunes."

Odd how he doesn't mention Google Play is the only one that even comes close to iTunes.

"As the online advertisement landscape changes, and arguably delivers less revenue over time, Google’s ability to adjust through that change will be the critical factor."

Completely wrong, Google is actually changing the advertising landscape.

posted on 29 Nov 2012, 16:46 3

15. Nathan_ingx (Posts: 4002; Member since: 07 Mar 2012)


Both Apple and Google started from scratch and none of us didn't even know or heard of what iOS or Android is until the iPhone and Motorola Droid was released respectively. If i had to look at how things started, Microsoft will ruin both Apple and Google because Windows has been pretty much there before none of us heard of iOS or Android. But no, i don't think this will be the case.
WP will be successful...but it won't overshadow any other OS, they will co-exist together, like they are doing now.

posted on 29 Nov 2012, 16:55 2

19. Nathan_ingx (Posts: 4002; Member since: 07 Mar 2012)


...and taking note that more operating systems like BB10 and Jolla, irrespective of how successful they will be, each will have their share depending on how well the representative owner updates their OS according with time and needs.
I won't be surprised to see more smaller OS emerge.

posted on 29 Nov 2012, 17:49 1

24. wendygarett (unregistered)


Total agree... I'm going to get wp soon and thats a promise, but don't worry, I won't throw away any of my iDevice and android device because of that :)

posted on 29 Nov 2012, 20:16

40. meowcenary (Posts: 187; Member since: 13 Apr 2012)


Mike Uniform

posted on 29 Nov 2012, 20:19

41. meowcenary (Posts: 187; Member since: 13 Apr 2012)


I would not call WP coexisting with androidOS and iOS. WP and RIM are basically lost at sea. With RIM they are drowing and land is not even in sight. One wonders about RIMS build 10, would that be their land ho? With WP it's treading water and land is near and yet it's so far away. Time would tell if MS would make it to shore or drown. There is one write up in a recent Forbes article regarding the impending demise of MS.

One hopes that either company makes it because competition i good for innovation.

posted on 29 Nov 2012, 16:49 4

16. MattAdorno (Posts: 19; Member since: 24 Jul 2012)


I really think Microsoft will be a much bigger player in the mobile market in the next couple years. Bringing the live tiles to the desktop operating system will familiarize everyone with entire concept. Windows being the dominate OS on PC everyone is going to be using it and growing more comfortable with its operation.

I know alot of people aren't happy with Windows 8, but even when Mircosoft has put out a crappy Desktop OS (Windows ME, Vista) there has never been a shift away from they're products.

And Microsoft has the money, so none of this needs to be imeaditely profitable.

posted on 29 Nov 2012, 16:53

18. mick25 (banned) (Posts: 110; Member since: 12 Nov 2012)


"but even when Mircosoft has put out a crappy Desktop OS (Windows ME, Vista) there has never been a shift away from they're products."

You must be joking. They flocked over to Apple.

"And Microsoft has the money, so none of this needs to be imeaditely profitable."

And so does Apple, Google, etc. they all have money. Only way to keep that money is to make a profit.

posted on 29 Nov 2012, 18:12 3

27. tedkord (Posts: 12207; Member since: 17 Jun 2009)


Who flocked to Apple? Microsoft's market share still hovers around 90%.

posted on 29 Nov 2012, 21:22

47. meowcenary (Posts: 187; Member since: 13 Apr 2012)


Then you have not read the article by Forbes and various media outlets regarding the state of MS. MS is like IBM and if they not change course the would cease. MS has always been the last one to the party. The old MS bought their way to the top. In this economy and with google's method of delivering application. MS cease being relevant, if Ballmer and his senior command staff do not wake up, MS is burnt toast.

posted on 29 Nov 2012, 16:50

17. mick25 (banned) (Posts: 110; Member since: 12 Nov 2012)


"If i had to look at how things started, Microsoft will ruin both Apple and Google because Windows has been pretty much there before none of us heard of iOS or Android."

This isn't even an argument.

There was a time were Sony was also at the top. They've also been around for a long time. Look what happened to them now.

posted on 29 Nov 2012, 16:59 3

21. Nathan_ingx (Posts: 4002; Member since: 07 Mar 2012)


And did you read the next following sentence? I didn't think so...

posted on 29 Nov 2012, 17:53

25. FoxDavis (Posts: 47; Member since: 12 Jul 2012)


To me when I play with a Windows phone, I get bored in about 10 minutes. It's not for me even if it's a good product.

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