hält Google für den klaren Sieger:
Sundeep Bajikar of Jefferies presented an interesting thesis on Wednesday:
"Our analysis suggest that Google provides the majority of most popular Consumer Cloud Services, which are expending penetration through Android, Chrome, iOS, Windows, and other devices, unlike Apple's iCloud which remains focused on iOS devices," Bajikar wrote in a note to clients. "As hardware differentiation slows due to Moore Stress, we think device-agnostic Cloud Services could accelerate hardware commodization longer term."
According to Bajikar, Google is the clear leader in Search, Maps and its Chrome and YouTube services are unmatched. The analyst credits Google's dominance due to its "core expertise" in delivering and organizing relevant content through its “industry-leading” Cloud Data Centers.
Apple has demonstrated success in selling superior hardware devices that operate on its iOS system while Google's success lies in its abilities to scale up monetization activity among its Android base, which is three times larger than the iOS base.
Bajikar estimates that the iPhone sells at a price premium of $300 due to consumer perception of a superior hardware and aesthetic design. However, Samsung's research in flexible display and rapidly improving handsets from China pose a threat to Apple's bottom line. The analyst adds that for every 1 percent decline in the iPhone average selling price would result in an approximate 1 percent decline in Apple's earnings per share.
http://www.benzinga.com/analyst-ratings/...d-apple-is-l#ixzz3JWd1zdTn
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