On: Microsoft’s Creative Destruction

[awa]

Well AAPL and MSFT are two different ball games. AAPL hit the jackpot with iPhone, post iPhone Apple has been a second coming of Apple, its no longer the same company for investors. For investors, due to consistent profitability and revenues, MSFT is a safer bet than Apple which reflects in the returns.

[carbon8 → awa]

"AAPL hit the jackpot with iPhone, post iPhone Apple has been a second coming of Apple"

And before the iPhone, AAPL hit the jackpot with the iPod, post iPod Apple has been a second coming of Apple. And before the iPod, AAPL hit the jackpot with the iMac, post iMac Apple has been a second coming of Apple.

[robryan → awa]

The apple price would factor in the constant innovation they bring, if this were to stop then I'd imagine they would lose a lot of value.