Contrast Google's equity valuation compared to Apple. Investors, rightly or wrongly, think Apple knows what it wants to do, and is doing it.
Monday, June 14, 2010
Investors Seem to Say Google Hasn't Found its Next Great Business
Google's stock has taken a beating this year, falling more than 20 percent since January, presumably because it hasn't yet shown investors it has figured out what to do for an encore, after its search business.
Contrast Google's equity valuation compared to Apple. Investors, rightly or wrongly, think Apple knows what it wants to do, and is doing it.
Contrast Google's equity valuation compared to Apple. Investors, rightly or wrongly, think Apple knows what it wants to do, and is doing it.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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