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  • techstrategy techstrategy Dec 27, 2011 9:29 PM Flag

    Article Estimates 400 million Google+ Users by 2013

    Apple will run hard soon. Massive shorting and call buying for past few weeks, shaking out weak handed through options...

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    • Agreed GOOG makes very little NOW(cash up front) from Android.
      But even though GOOG will make alot less per Android user than Apple makes for each of its iPHONE owners (who spend more are higher socioeconomic). But GOOG is getting more of the MASS MARKET. Its makes less per customer, but worldwide is getting more of the market.

      Look at it this way. Volkswagen makes big profit by selling alot more cars than BMW, but BMW makes more money per each car buyer, so both are highly profitable. That's how I see GOOG and APPLE. GOOG has 2 - 3 X the market share, via Android around the world, but APPLE MAKES ALOT MORE $ per customer.

      In most businesses your top 20% customers make you most of your profit. APPLE TAKES THE CREAM OF THE MARKET. But the balance of the market also makes GOOG money, even if not up-front, by increasing search and ad sales revs., from 500,000,000 more users worldwide via Android.

 
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