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A big week for tech stocks

To no suprise, Apple's market cap passed IBM today.  From a purely consumer technology impact perspective, their impact has been greater than IBM for some time. 

1.12M iPhones to date surprised me and certainly was higher than concensus.  Still something of a niche product, compared to the number of iPods sold in the quarter, or number of total mobile phones, for that matter.  10M iPods is great, but on a global basis, with annual PMP sales of about 200M this year across the category, Apple remains but one of many significant players (but a thought leader, for sure).

Arguably, the next quarter, with holiday sales, and a European launch of the iPhone, will be spectacular for AAPL and should sent the stock up another 20-30%, I think.  However, as new products loose luster and saturate the markets, where will the company go next?  12-18 months from now, things will look less robust, and we'll have to wait for the next Apple revolution, which will certainly come.

Google is also soaring, around $675 after hours today, and over $210B in market cap.  I don't claim to understand valuations in the "intangibles" sector, ie Google, FaceBook, and so on.  I am not sure anyone does, if applying classical valuation techniques.  Relative to Apple, though, Google appears fairly inline.

The hottest new consumer technology

Link: Avago Technologies - Set Up Box.

Wow, Avago has found the perfect, next generation, killer app consumer device.  Functioning much like a TiVo, the set up box helps you find and manage your favorite dates, queueing them up for you to interact with at your convenience.  The Set Up Box allows the busy professional the chance to date from the comfort of their couch, at their convenience.  No more noisy bars, annoying dating sites...

Coming soon, the SlangBox, which converts all your favorite programming into the dialect of your choice.

Easily amused :-)

What would Maslow think?

Link: SiliconValley.com - PC trumps peace for holidays.

Another ground-breaking year for CE devices as holiday presents.  What's disturbing is desire for a new PCs trumps the desire for peace and happiness, and, to assault Maslow's theory, clothes, too.

Expect a lot of naked PC users in 2008, I guess.