Can Glass Do An iPad For Google?
by Sneha Shah
Google (GOOG) will become the first major company to introduce a commercial version of an Augmented Reality (AR) product, with the launch of the Google Glass in the next year. Google Glass has already been given to developers for building apps and has received great reviews from reviewers. Augmented Reality is the next big wave of growth for the technology industry and big technology giants like Apple (AAPL), Microsoft (MSFT) and Samsung (SSNGY.OB) are already preparing to launch products. However, Google is well ahead of others in developing the first major AR product and it could gain a big first mover advantage over others, if it can deliver a good experience with Glass. In the last 5-10 years, Apple has become the world's most valued company due to its ability to create entire new technology categories through innovative products. The iPad which was first introduced in 2010, created an entire new segment - tablets. Even as Apple faces furious competition in the smartphone segment, its iPad sales is still booming with ~65% growth, during the first quarter of 2013. Apple generates almost $10 billion in iPad revenues each quarter and has got a ~50% market share of the global tablet market. Even if Google manages to generate a fraction of the iPad revenues, then the current stock price will start looking cheap even at a P/E of ~17x. read more »
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