It seems like Apple ($AAPL) might be on the same path to repeating the same fatal tactical mistake it did in the 90's against Microsoft ($MSFT). To refresh our memories, here's a brief time-line of how Apple had the opportunity to rule the computing world:
From 1980's to 1995, Apple ruled ...
Today Google officially released Gmail themes; which is basically customizing your inbox by adding or removing "skins". It's pretty sweet; in fact my favorite one seems to be the "Shiny" one.
Anyways, going straight to the point, why do I think this could be a hidden treasure for Google? or rather, what's the hidden treasure? - Advertising!!!
Now ...
Well, not that I'm concerned about who has value or not...i mean, knowing this really doesn't add that much value :-), all I care about is how asset prices behave and how and I can take maximum advantage of them. But, hey....i guess stating out some observations wouldn't hurt.
So based ...
