Image via WikipediaWhat is best to be Nokia or Apple? When you look at Apple´s financials and compare them to Nokia financials you clearly see that Nokia is doing much better than Apple except on one item: Market cap. This is the same with Microsoft and Google except that Microsoft´s market cap is still higher than Google´s. But the concept is the same. Investors give the Silicon Valley companies a much higher P/E. They believe that Apple and Google are on the rise, and Microsoft and Nokia on the decline. Looking at this and knowing about all the common ties including common board members that exist between Google and Apple I wonder why Nokia and Microsoft don´t have closer collaborations, especially now that Apple has gone after Nokia´s lunch, high end phones. But Nokia still sells in only one week as many phones as the iPhone has ever sold. Investors lose track of this. And Nokia´s CEO Olli-Pekka Kallasvuo seems to have a clear view of who his competitors are.
In this short video recorded at Seesmic I do something that I never do and that is recommend to buy Apple shares as they fall to $134. Of course you should make your own decisions and Apple shares could fall much further and I could be totally wrong. Still I think that 2008 will be the tipping point year for the Mac, and the iPhone just got started. Much better iPhones will come and with Apple in the unique position of making more $ from AT&T than from selling iPhones well, that is like having bought a chunk of AT&T for nothing.
I invested in vpod.tv. I asked Rodrigo Sepulveda, one of the two entrepreneurs behind vpod.tv, to send me a company description and this is what he sent me:
vpod.tv is an easy online video publishing and syndication platform for the web and mobile devices aiming at the global consumer market, enabling massive new user-generated content and personal customizable TV-channels. It brings a real convergence between fixed and mobile devices such as computer screens, TVs, mobile phones, and portable media players.