Apple Inc. (AAPL), Mobile Growth Can Turn Yahoo Inc. (YHOO) Around

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What should be on Apple’s radar is the Google/Motorola partnership, which is making the most notable movement toward combining phone and PC with its new Webtop. This device is the most forward attempt at a smartphone/PC hybrid that acts like a computer once docked on the ‘Lapdock.’ As Apple has no equivalent product, this could have an effect not only on financials, but also on company perception.

Or perhaps even more plausible is the Intel Corporation (NASDAQ:INTC)/Microsoft partnership to produce a tablet/laptop hybrid. Prototypes are already built for a Windows 8 supported device that could be the best of both worlds in terms of mobile computing. Apple is not attacking these directly, and this could actually be a smart move.

Apple could be acknowledging what several companies often overlook: market saturation. Smartphone growth in the U.S. is slowing because it has reached a saturation point. Apple Inc. (NASDAQ:AAPL) is extremely well-positioned in other markets to compensate for that, and is also able to maintain brand loyalty through its host of other products. But it must get into other expanding markets, and do so in a way that limits the growth of its competitors in the same market.

Google can continue growth because of its diversification, obtaining the majority of its revenue through advertising. Slow sales at home will not impact either of these companies. However, Microsoft currently has no means to capitalize on overseas growth and thus loses the advantage.

Yahoo! Inc. (NASDAQ:YHOO) may finally have an effective leader at the helm. Mayer’s focus on mobile is the right move. I also encourage a continued look toward Apple Inc. (NASDAQ:AAPL) for growth and profitability as it is poised for continued expansion into emerging markets.

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