英语市场调研报告代写Profiting from Apple's war with Google
A trader who is long on AAPL and short on GOOG says Steve Jobs is taking Google down
It's been a busy couple of weeks for revelations about Steve Jobs' falling out with Google's Eric Schmidt.
On March 12, we had Brad Stone and Michael Helft's piece in the New York Times about the two CEO's long-running "spat." It included an account of a particularly "fierce" and "heated" meeting in 2008 in which an angry Steve Jobs told Google (GOOG) executives that if they deployed a version of multitouch in an Android phone, he would sue.
Google deployed and, as promised, Apple (AAPL) sued, although its target — at least at first — was not Google but its smartphone manufacturer, HTC.
Then on Monday we were treated to Valleywag's gossipy description of a one-sided phone conversation that took place shortly after news broke that HTC was building an Android phone. Jobs, according to this account, "shouted" and "railed" at Google's CEO until Schmidt's face went "weird."
"Steve was very, very upset," Schmidt is said to have later told a companion. "My God, he was so angry."
It's in this context that Jason Schwarz, an investment analyst with a knack for self promotion — through a newsletter, an e-book, and a new hardcover book — writes that "Google is in trouble … They've ruffled the wrong feathers." Having gone long on Apple and short on Google, he's betting that Google is headed to $300 a share — and doing his best to help it get there.
In a piece posted on Seeking Alpha Wednesday, he cites five factors contributing to Google's supposed "demise." It's totally self serving, so take it with a grain of salt. But his list of Google's problems say a lot about how at least some Wall Street insiders view the rivalry. The highlights:
1. Leadership. "This company is running like a chicken with its head cut off," Schwarz writes. "CEO Eric Schmidt is flying solo without the help of founders Larry Page and Sergey Brin who are actually selling shares themselves."
2. Profitable Innovation. Google is having trouble making money from anything but search, which is why, he says, hardly a week goes by without word of another Google innovation. "Last week it was Google broadband. This week it’s Google TV. It’s all a big joke. Even Android is a joke."
3. Mobile Search Competition. "The problem for Google," he writes, "is that the mobile Internet relies on applications rather than websites. Apple controls more than half of the mobile Web market share and Google is one Steve Jobs decision away from being left out of the Apple ecosystem."
4. Brand Trust. "Nexus One was a disaster on so many levels… While Apple spent years securing patents to protect the intellectual property of the iPhone, Google is late to the game and is running scared. How much money will consumers invest in Android apps when they know Google offers no Tablet and might not continue with the Nexus One?"
5. China. "This China thing has been catastrophic for Google. After struggling to gain any share from Baidu (BIDU), Google is out of a country that has more Internet users than the U.S. has people. Not good."
It's always a mistake to read too much into what Wall Street does on any one day, but the market seems to be betting with Schwarz. At the close of trading Wednesday, Apple had set yet another all-time high ($229.37). Google, have fallen as much as 10 points during the day, managed to close at $557.33 — above it's opening price but more than 70 points off its 52-week high.
英语市场调研报告代写苹果大战谷歌，投资机会来了！
做多苹果、做空谷歌的一名交易员称，史蒂夫•乔布斯将扳倒谷歌。
最近两周，频频传出史蒂夫•乔布斯（Steve Jobs）与谷歌（Google）的埃里克•施密特（Eric Schmidt）争吵的消息。
3月12日，布拉德•斯通（Brad Stone）与迈克尔•赫尔伏特（Michael Helft）在《纽约时报》（New York Times）上撰文称上述两位首席执行官长期“争吵”。文中描述了一次格外“激烈的”争吵：2008年，史蒂夫•乔布斯生气地向谷歌高管表示，假如谷歌在Android手机上采用多重触控技术，他将起诉谷歌。
但最终谷歌还是采用了该技术。而苹果（Apple）也没有食言，不过它起诉的不是谷歌，而是谷歌的智能手机制造商——宏达电（HTC），至少起初是这样。
此后在本周一，科技博客Valleywag绘声绘色的向我们描述了一次电话对话，就在此前不久，刚刚传出宏达电正打造一款Android手机的消息。Valleywag讲述了乔布斯这边的情况，称他对谷歌首席执行官施密特“破口大骂”，施密特的“脸都绿了”。
据称施密特后来向一位朋友表示：“史蒂夫气坏了。天呐，他简直是怒发冲冠。”
就是在这个背景下，投资分析师詹森•施瓦茨（Jason Schwarz）写道：“谷歌要倒霉了……他们惹了不该惹的人。” 施瓦茨擅长通过简报、电子书、精装书等进行自我推销。他做多苹果、做空谷歌，并下注谷歌的股价将跌至每股300美元，他正在不遗余力地想把谷歌拉下马。
本周三，施瓦茨在博客网站Seeking Alpha上发表博文，列举了他认为谷歌将“灭亡”的5大理由。这篇博文完全是一面之词，所以不能全信。不过施瓦茨列举出的谷歌的问题，至少很好的反映了某些华尔街人士对谷歌苹果龙虎斗的看法。施瓦茨博文的要点如下：
1.领导力。施瓦茨写道：“谷歌就像一只无头苍蝇，其首席执行官埃里克•施密特在单打独干，创始人拉里•佩奇（Larry Page）和谢尔盖•布林（Sergey Brin）根本不管事，实际上他们正在抛售谷歌的股票。”
2.创新盈利能力。施瓦茨表示，除了搜索，谷歌其他业务都挣不到钱，因此，谷歌几乎每周都会有创新。“上周是谷歌宽带，这周是谷歌电视。没有一样靠谱的，就连Android也是个笑话。”
3.移动搜索竞争。施瓦茨写道：“对于谷歌而言，问题在于移动互联网依赖于应用而非网站。而苹果控制着一多半的移动网络市场份额，只要史蒂夫•乔布斯一句话，谷歌就会被逐出苹果生态系统。”
4.品牌信任度。“在诸多层面上来说，Nexus One都是一个彻底失败……苹果花了好些年获得专利，以保护iPhone的知识产权，而谷歌则初来乍到、战战兢兢。倘若消费者得知谷歌没有平板电脑产品，而且可能不会继续推出Nexus One，他们还会在Android应用上花多少钱？”
5.英语市场调研报告代写中国。“中国问题对谷歌的打击是毁灭性的。从百度（Baidu）手中争夺市场份额失败后，谷歌撤出了中国，而中国的网民数比美国的人口总数还要多。这实属失策。”
我们完全没必要过分解读华尔街某一天的动向，不过，市场似乎与施瓦茨所见略同。本周三收盘时，苹果的股价再创新高，达到每股229.37美元。而谷歌的股价当日盘中下跌高达10美元，最终收于每股557.33美元，高于当日开盘价，但较之其52周来的最高值，下跌超过70美元。