iPad Vs. the World — of Tech and Entertainment

A look at how Apple's darling matches up against entire corporations

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TiVo

Ten years ago, TiVo‘s (NASDAQ:TIVO) digital video recording device was one of the hottest consumer products available, a machine that fundamentally changed living room entertainment. The service that TiVo’s product offered now is available on almost every set-top box from every cable provider in the country, not to mention rendered moot by streaming video options available on mobile devices like the iPad. A July 1 Business Week report said the company – a potential acquisition target now that it has settled an ongoing dispute with Dish Network (NASDAQ:DISH) – could sell for $20 per share, valuing it close to $2.5 billion. The entire business of a once-hot consumer technology isn’t worth even half of what the iPad generates in a single quarter.

Barnes & Noble

Barnes & Noble (NYSE:BKS), the last remaining major book retail chain in the U.S., is trying to follow in Apple’s footsteps as it evolves its business. Barnes & Noble used to be in the business of big retail spaces. Now it’s in the Nook business, increasingly putting its hopes in its e-reader, as well as the digital book and media sales it spurs as the future foundation of its business. Not a bad idea. Total sales for the company’s last fiscal year that ended April 30 totaled $7 billion, a 20% increase over fiscal 2010. Barnes & Noble’s entire business, both online and across nearly 1,000 retail outlets, totals just $1 billion more than Apple’s quarterly iPad business.

Microsoft

There is perhaps no greater demonstration of how impressive the iPad’s value is than in the earnings of Apple’s greatest rival. Microsoft (NASDAQ:MSFT) and its Windows operating system have largely defined the computing business since 1990. The company reported earnings Thursday for its 2011 fiscal year. The Windows division declined 2%, generating just $19 billion during the year. The platform generated close to $4.5 billion in the first quarter. The iPad might very well end up being more valuable than Microsoft Windows this year.

As of this writing, Anthony John Agnello did not own a position in any of the stocks named here. Follow him on Twitter at @ajohnagnello and become a fan of InvestorPlace on Facebook.


Article printed from InvestorPlace Media, http://investorplace.com/2011/07/ipad-value-tech-entertainment-stocks/.

©2014 InvestorPlace Media, LLC

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