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CNET News: Ben Horowitz picks Apple over Google for mobile platforms

2012-03-21
it looks to product guys like oh it's a market chair battle and androids getting more market share to financial analyst it's like well but Apple is getting more profit share and that really is Apple's goal I don't think apple is doing anything in their product strategy that says we're going for market share it all says we're going for profit share if Apple can sustain like having a better product or a you know in some important dimensions then then it may be a sustainable situation so so there's one simple question you got to take all the money at Andreessen Horowitz and bet it on one of two stocks Google or Apple which is it going to be I'd put all our money in either at this point they're both extremely strong and very very you know have have incredibly good positions in the market you know uh on the margin I if I had to pick one I guess I'd pick apple and i'm not sure why
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