Cramer Picks Apple Over Google

NEW YORK (TheStreet --

Debra Borchardt:

Android is 75% of the market share now, Jim. I mean we all thought Apple (AAPL) owned this market and now we've got Android coming up 75% of the market share. If you had to choose between Google or Apple, which one would you pick?

Jim:

I prefer Apple here. I'll tell you why. Both companies reported disappointing last quarters. Okay? Apple has fallen precipitously. Google (GOOG) has fallen, not as much in percentage. But Google is in a lot of things that don't make a lot of money. They don't make as much money on Android as Apple does on its phones, even though Android is taking a lot of share. And then this advertising business is not a good business right now. Facebook (FB), I think, is doing a lot of creative things starting from ground zero to do well on mobile. I would have thought that Google is making more money on mobile, but the issue is that Google could be going flat out on mobile and it still just doesn't generate the money that desktop did. So Google has a higher multiple than Apple, and since Apple has had two bad quarters, Google has had one, I think you have to...I like Google, but I worry about...

Debra Borchardt:

But if you had to pick, your pick is Apple.

Jim:

Yes. Exactly. If I have to pick between the two of them I'm going to pick Apple. I mean, let's say you make it easy Google, Hewlett-Packard (HPQ), or Dell (DELL) ...

Debra Borchardt:

That doesn't make it easy for you.

Jim:

Well you didn't make it easy so I'll pick Apple.

Debra Borchardt:

Okay.

--Written by Debra Borchardt in New York.



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