Think you've heard it all? On Fox Business yesterday, an analyst predicted that Apple and Microsoft will be forced to merge in the next five to ten years. Is he right or living in a fantasy world?
Keith Fitz-Gerald of Money Map Press made the prediction to Stuart Varney in a live interview yesterday. He said:
"I think that Apple and Microsoft may not only have to work together for the next few years but may even see a merger in the next five to ten years from now because they're going to have to take on the Google/Android/Facebooks of the world."
When Varney said that was pure speculation, Fitz-Gerald answered that it was:
"Absolutely speculation. But if you look at what's happening. Look at what Apple wants to accomplish with the mobile market. You look at the one Microsoft initiative. And you look at the cross-pollination of devices. Content is king. Security is king. And you've got a user base between the Millennials and the senior citizens who have to have easy-to-use, functional stuff that is transparent between devices."
How many buzzwords was he looking to pack into a few short sentences? Why did he leave out "disruptive," "pivot," "change agent," and "viral?" What does content and security being king have to do with the merger? And what in the world was he talking about when he talked about "cross-pollination of devices?"
And the biggest question of all is on evidence does he base this prediction? Apparently none. Here's how he explained how he came to the belief that the companies would merge:
"What got me going on this was we bought a new TV over the weekend and we saw 50 different social apps pre-loaded into the TV. I didn't care about any of it. What I thought was really cool was I could go from device to device to device to device. My handheld, my phone, my TV, it's all plugged into the same stuff now."
What does that have to do with Apple and Microsoft merging? As far as I can tell, not a thing. As he himself notes, apps are already written for multiple devices and platforms, including Android, iOS, and increasingly Windows 8 and Windows Phone. If that's the case, what's to gain by Microsoft and Apple merging? And what do cross-platform social media apps have to do with Apple and Microsoft merging in order to fend off Google and Facebook?
Varney did gently mention that the federal government wouldn't allow such a merger, but Fitz-Gerald ignored him. But that should come as no surprise. Fitz-Gerald doesn't seem particularly grounded in a solid understanding of tech. His home page identifies him as a "Expert Media Contributor, Speaker, Author, Futurist" and brags that he has "shared the stage with some of the most notable and inspirational financial speakers of our time."
I don't know about you, but what I look for in financial speakers are facts and useful information, not inspiration. His prediction about Apple and Microsoft merging is fact-free and lacking in even the smallest bit of useful information. The merger won't happen.