What Do Amazon, Alibaba, Facebook And Mozilla Have In Common?
by Sneha Shah
I don't think a lot of people would be able to answer the title question - What do Amazon (AMZN), Alibaba, Facebook (FB) and Mozilla have in common? Most people would answer that these are all technology companies and organizations whose business model depends greatly on the Internet. However, that holds true for a lot of other technology companies like Twitter and LinkedIn (LNKD) as well. The correct answer is that these companies have recently started posing a significant threat to Google's (GOOG) dominant Android operating system. Smartphones and tablets are growing at a furious pace, replacing PCs and laptops as the main computing devices for consumers. Tablets are expected to overtake PC sales in the next couple of years, while smartphones will continue to dominate unit shipments for computing devices for the foreseeable future. Every technology company is investing heavily to get a big chunk of the fast growing mobile segment. Not having a mobile strategy isn't an option anymore and companies without mobile expertise have seen their stock prices being pounded. While Amazon has been an early leader in the mobile devices market, the other three companies have recently entered the mobile software area. All of them have considerable clout and pose a big threat to Google's mobile software dominance. While Mozilla threatens Google through an entirely new mobile OS, the others are using the open source Android to their own advantage. I think that Google's stock will come under pressure in the short term though the long term potential of Google remains attractive. read more »
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