Saturday, December 16, 2006

Apple and Google competitors closing the gap

Apple Mac sales have been gaining ground. This is largely attributed to the "halo effect", ie increased interest in macs due to success of the ipod. I agree the halo effect is driving interest however macs have had a competitive advantage over windows xp. Mac OS X is more current, and looks better. Apple is likely to loose some of that competitive edge with release of Windows Vista.

Regarding Google and Yahoo, Yahoo is finally rolling out Panama, their new system for advertising that replaces the system put in place with the acquisition of Overture. It is more or less a copy of Google's Adwords system and is likely to dramatically increase their revenues.

I am still bullish on Apple and Google long term, but in the short term their competitors are likely to close the gap slightly.