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Technology Stocks : Apple Inc.

AAPL 260.21

+0.3%

Jan 12 3:59 PM EST

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To: NAG1 who wrote (83696)	7/9/2009 7:05:34 AM
From: slacker711	5 Recommendations Read Replies (2) of 213182

A PC running a Google OS might be be very competitive but probably more to pcs than to macs. Definitely true, but if successful, it will have some impact on Apple as well. A smartbook based using Chrome based on an ARM chip is going to be available for sub $200, weigh less than 2lbs, and have a battery life longer than a 5lb Macbook. The OS wont provide nearly the power of either Windows or OS X, but this looks like a classic disruption of the market from below. As time goes by, Google will add more and more features to Chrome and take it up the PC market chain. The two important questions in the next 18 months will be how good an OS can Google/open source create and will consumers take up an OS that is primarily based on a browser? There are no easy answers to those questions, but if Google is successful, then even Apple will eventually feel an impact. It is really hard to see any justification for Schmidt still being on Apple's board. They are now competitors across nearly all of Apple's businesses. Slacker

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