Rebirth and fall of 4 technology stocks, Ten years ago, in early November 2011, Microsoft’s market capitalization was about $124.7 billion, and Intel was about $127 billion; the two were almost on par. However, as of November 4, 2021, Microsoft is 2.53 trillion US dollars, Intel is about 204.1 billion US dollars; Microsoft’s market value has caught up with Apple’s market value at the end of October, 12 times that of Intel!
Category: Diversified Conglomerate
How does IBM make money? What’s next?
The predecessor of IBM was ITR, which was founded in 1906. Later, the two companies merged and CTR (Computing Tabulating Recording) was established in 1911.
Apple’s upcoming products, services, and technologies
Apple’s upcoming products, services, and technologies, Upcoming products, Augmented Reality and Virtual Reality headsets
How does Apple make money?
How does Apple make money? 2021 Performance by division and region, Divisional performance in 2021
Cloud computing No.1 should be Microsoft, not Amazon
Microsoft, the dominate overlord of cloud computing if SaaS and PaaS included
Meta(Facebook), the modern evil empire, a hard day
Meta, the modern evil empire, a hard day, Meta released the fourth quarter of 2021 financial report, which scared everyone! Investors, however, may have overreacted.
Why nVidia failed to acquire ARM?
Why is no one happy to see nVidia acquisition of ARM? I mentioned the analysis of this company in section 3-3 of the book “The Rules of Super Growth Stocks Investing”.
Why Microsoft acquired Activision Blizzard, PC-era game dominator?
After Microsoft acquires Activision Blizzard, Microsoft will become the third largest game manufacturer in the world after Tencent and Sony ; changing the landscape of the global gaming industry.
Amazon vs. Alibaba
The businesses of Amazon and Alibaba are almost the same in all aspects, so the two are highly comparable. Just as Amazon’s stock price is not very good this year, and Alibaba has collapsed by more than 40% now, let us compare the two e-commerce giants in China and the United States.
Amazon’s dominance by its economic scale, impact share price of PayPal, Affirm, Fair Isaac, Visa, and Mastercard
Amazon’s dominance by its economic scale, impact share price of PayPal, Affirm, Fair Isaac, Visa, and Mastercard