NEW YORK (TheStreet) -- Last week, I saw a summary ValueWalk did of a blog article written by former Intel (INTC) VP Avram Miller. (If you have already seen Miller's post, skip to Page Two for his follow-up thoughts as well as my take).
Here's the crux of one of the places Miller seems to think Apple (AAPL) could go:
Steve Jobs was livid when he learned about Google (GOOG) plans to use the Android operating system ... to compete with the iPhone ... Jobs began to realize that Google could become the next Microsoft (MSFT) which would have the same effect that the old Microsoft had on the pre-iPhone Apple ... Jobs realized that the only way to prevent that, was to put a dagger into the very heart of Google Search. So he started up the most secret project ever undertaken at Apple. The name of the project was Found. Less than four people knew about Found and not one of them was a board member. Jobs understood that Search was a very vulnerable area that had no stickiness other than possibly the brand behind it. That when users did a search, they just wanted the best results ...
On his death bed, or close to it, (Jobs) made Tim Cook ... promise to keep project Found going. By the summer of 2014, it was clear that the new search capability developed by Apple would revolutionize search. Apple began to get ready for the launch. They wanted a way to make sure that millions of people could use the new search capability on the day of the launch. This required that a few more people be brought into the fold so that Found could be rolled out in releases IOS (sic), OSX and iTunes. Of course, it was hard to keep such a project secret up to the announcement but Apple did its (sic) best. It provided a lot of cover. Many false stories were leaked with most focused on the use of Artificial Intelligence within Siri. While these stories were not far from the truth, they lacked a few key elements all of which were finally revealed publicly by Steve Jobs at a major event in Sept. 2015. Yes, I said Steve Jobs. This effort was so important to him that he pre-recorded the announcement before his death and instructed Tim Cook to use it ...
Ok, this was all made up or was it? You will have to wait for about 1 1/2 years to find out. In the mean time, one thing is now abundantly clear. Google failed at doing to Facebook (FB) what Apple did to Google in my story above. Google+ is a major failure as are many, if not most, of Googles efforts to break out of their dependency on Search ...
So there you have it. Google is caught between Steve Jobs (deceased but not dead) and Mark Zuckerberg.
That's nothing short of fantastical. Picture it in your minds eye. Rip and rage if you will, but it might prove more constructive to think about what you read along with me.
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