MSFT) is a software company that, outside of Xbox, has done a horrendous job both producing its own hardware and outsourcing such efforts. Apple ( AAPL), for all it does right, is not a software company. To review -- and to extend that train of thought:
- Google is a software/services company.
- Microsoft is a software/services company that does some hardware, will probably do more, but has only been successful once.
- Apple is a hardware company that does software/services well, but not well enough.
- All three companies ultimately do both. They all need to be better in both areas.