This article is a really interesting analysis of the differences between Apple and Google as investment opportunities. As a huge Google fan and someone who is less enthused about Apple, even I have to admit that he makes a compelling case. Apple competes in a much larger market, trades at a lower valuation, has experienced much faster growth rate over the last five years, and has repeatedly trashed earnings expectations while Google disappointed.
http://finance.fortune.cnn.com/2012/10/23/google-vs-apple/?iid=SF_F_River
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