Google, Inc & Microsoft Corp. - tech stocks

Google, Inc. (GOOG)
Revenues - $30 billion
Net Income - $8.5 billion
Market cap - $205 billion
Employees - 31,353

Microsoft Corporation (MSFT)
Revenue - $67 billion
Net Income - $23.15 billion
Market Cap - $237 billion
Employees - 92,000

Google and Microsoft are very similar companies. They are both unoriginal. They both seem to be blind. They completely ignore the hardware side of the business and they 100% focus on software. Between them they share annual turnover of over $100 billion, they share profits of $30 billion and they have more than 100,000 people working for them on different projects/tasks every day. Yet, they are so unoriginal.

I have a problem with such tech stocks and I try to stay away from them. Because today you probably have 200 people in Google working on some project and 200 engineers in Microsoft working on another project, yet their future may depend on two college students in garage somewhere.

Google and Microsoft in my opinion are not smart enough to realize that if they want to protect themselves from garage-working college students, they need to produce hardware and software and they need to market their products and stand behind them. Ultimately, they will be better companies, and customers would benefit from their products, because they would simply be better products. Software needs a hardware to adapt to, you cannot think that one software can work perfectly on different hardwares, just like one type of engine cannot run on all cars.

Thinking works.

Damian Kosutich