Look around and you’ll see the technology streets littered with the walking dead, once proud companies being starved to death by Apple’s growing dominance of the profits in today’s mobile device economy. The latest to join the walking dead parade spawned by Apple’s profit virus is Microsoft.
Dead, But Walking
Let me be the first to admit that just because a company has troubles in an ever changing marketplace doesn’t mean we need to sound their death knell.
Although, I’ll admit that in the case of some companies, I do raise an eyebrow and smile in the style of Dwayne Johnson. Microsoft, Google, I’m looking at you.
Microsoft’s latest financials are akin to a disaster (as much as a company that rakes in the cash even when slowly sinking into the tar pits of desperation), still profitable but way off the mark of Wall Street’s expectations.
The Windows maker had to slash the new Windows Surface RT price to well below that of a comparable iPad just to clear out the inventory it was writing off anyway. Microsoft joined Nokia as the latest to feel the profit air being sucked out of the mobile technology room as Apple continues to soak up most of the industry profits.
I’m pretty sure that executives at Motorola are very happy to have sold their beleaguered company to Google. Boy, talk about good timing. Except maybe for Google which continues be dragged into the gutter by increased expenses for Motorola and Android, and less than stellar results on mobile advertising. The search giant also missed Wall Street expectations. Maybe financial gurus will recognize that Google is a one-trick pony, a revenue stool (pardon the pun) with a single leg of profit.
Elsewhere, Dell is on the ropes or the rocks; your pick. HTC can’t figure out how to make money selling Android anything, Acer built an 8-inch Windows RT notebook that gets the worst reviews ever, Amazon and Google won’t say how many of whatever they’re selling to compete against Apple (but are happy to have their respective stocks manipulated), and our favorite Cupertino, California Mac maker is having to rent larger trucks to carry away the profits they’re making on Macs, iPhones, and iPads.
Apple’s real competition these days is Samsung, the giant Korean copier manufacturer. Well, actually, they make copies more than copiers, having recently cloned Apple’s hot selling iPad mini. Even mighty Samsung is likely to become a walking wounded competitor as Apple moves component business away from the Keystone Kopy Kats of Korea to vendors who promise not to copy what Apple designs and builds.
Maybe Apple is more suited for creating media content than we thought. After all, the company seems adept at creating walking dead characters for the popular TV show The Walking Dead. Hey, isn’t that Microsoft’s bald headed CEO at the front of the zombie pack? He’s the one just in front of Michael Dell.