Interesting insight from inaflash:
[Sony] could be a better investment than Apple [if they half their woes]
Big IF.
Sony used to be The premium company - you didn't mind paying a bit more because you got product that lasted and was worth the premium. If you weren't sure what brand to buy, you pick Sony because you couldn't go wrong.
How could they have gotten so far away from that?
Even when Apple was at its low in terms of products, there was always the glimmer that they would turn around Does Sony have that chance?
It's always interesting to look back at past thoughts and evaluate them. In Microsoft's announcement, X-Box doing well and Wii doing even better, wonder how PS3 is going to compete. This comparison of Sony vs. Apple (recall for years that the rumors that Sony would buy Apple) when they were both at the same market cap was just less than a year ago. Sony was doing alright along with Apple for the first 6 months since then, but as soon as the iPhone came out, the two just headed in opposite directions. Anywone counting on a great Sony turnaround would be somewhat disappointed. They're doing ok, up a bit for the year, and their TV business has been doing pretty well, but they would have missed the Apple boat. Now how about starting some rumors of Apple buying out Sony and building TVs (with built-in AppleTV, iTMS, etc.)? Come to think of it, the Sony content assets might not be that bad an idea. Still, what is the biggest Japanese or asian company that's been bought out?
 |