The biggest threat to Apple is Google's Chrome OS?

We’re not going to say this is the dumbest thing we’ve ever heard… but it’s certainly up there. The Street contributor Anton Wahlman has honed in on what he is calling “the biggest risk” to Apple’s stock price. This risk is so great, in fact, it surpasses the health of current CEO Steve Jobs on his list of concerns. It is even ranked higher than Google’s Android mobile operating system. This apocalyptic threat is… Google Chrome OS? In a three page exposé, Wahlman explains three ways the browser-as-an-OS will hurt Apple’s stock price. First, Chrome OS desktops and laptops will be released and priced between $150 and $300, which in turn will cause “consumers and enterprises” to “pick Chrome OS PCs over the much more expensive Apple PCs.” Second, Chrome OS will make its way onto tablets and “we could see unsubsidized 10-inch Chrome OS tablets selling for no more than $299, with perhaps $199 on the horizon.” Lastly, in 2012 or 2013, “Google will likely offer the Chrome OS architecture for smartphones.”  As John Gruber of Daring Fireball wrote, “Makes Me Wish I Still Did the ‘Jackass of the Week’ Bit.” We like when analysts think outside the box, but the threat vectors that Wahlman lists also seem to be detrimental to Android’s overall health as well — especially the tablet and smartphone predictions. Apple generated 50% of its Q2 revenue from the iPhone, if there is any threat to Apple’s business model we can assure you it’s Android, not Chrome OS. Regardless, we’re interested to know your thoughts. Do you think Chrome OS is a grave threat to Apple? Put on your monocle and thinking cap and drop us a comment with your musings.

[Via Daring Fireball]

Read

blog comments powered by Disqus