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Fishelson: Have to Be in Content Apps to Win Tech Battle

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    Dynalink’s Larry Fishelson weighs in on Apple, Google, Amazon and Facebook, and gives his take on which tech giants will come out on top.

  • Duration 4:05
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Well apple makes -- falls it makes computers Google is a search engine Amazon is a big online store.

And FaceBook is a social network that's the way it used to be will now.

The companies are costly invading each other's turf so who's gonna win the turf war.

Larry official sent -- link is here to tell us so apple.

People thought it used to have a hold on on certain markets obviously that home was broken -- with the android phones it was it was broken.

We've Kindle fire and other other attacks at its its dominance in the tablet area where -- this -- Well let me just say the tech sector right now -- more moving parts and it -- beyond your wrist while hang gliding over Mount Vesuvius -- The upcoming there what's gonna right now it's all about that content.

Apps and mobile and that's what the big play is if you're not -- content apps and mobile space you're not gonna make it.

YC that's about e-commerce.

And it's about advertising while apple has a huge job apps we know that right yes so don't they don't they win just by the -- that they are there are so far ahead of the competitors and apps.

-- not gonna win unless they continue to get more -- would get into the contents -- the issue with apple is and the stock's undervalued is.

Apple's about the new new and the new knows about their new products so a lot of these products that there which everybody's getting into -- loss leaders so unique to being content.

You need to be -- apps and you need to be a mobile because of the mobile monetization which is which is the world's thoughts they need to really get into that and Syria was beginning the search engine business.

-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- I don't believe so I don't believe so I think they're gonna continue to grow and I think in -- the emerging markets where you're seeing -- You may see a little bit more but I still think Apple's gonna continue to -- -- -- president -- -- -- -- -- if.

Really the content is a key year for example we find out -- if you -- on -- Netflix I'm I'm causing disappointed that I can't get -- particular move and I'm looking for because they can't get that.

Can't get the content but apple has so much money.

I mean Netflix probably has what about five to ten billion dollars -- apple has over a hundred billion dollars in cash -- they they -- -- -- make these deals with Hollywood.

Hollywood diocese to run any kind of moving again.

Apple could buy FaceBook or Netflix easily I'd love Netflix personally I think it's great.

You know I -- you -- a great point ending the apple is the big gorilla here not ask you I mean who left standing in ten years.

If FaceBook a lot of investors have deep branded -- have a view that the guys act like one big John Mayer at any answer.

They're gonna continue to monetize the mobile as we see with a billion plus users -- gonna be the major player FaceBook where officials and great to see it thank you for having -- Time for your morning gold report we saw oil popping dramatically about two and a half percent did it carry over to gold let's take a look at the price of gold.

It is up.

But not substantially we saw the price of oil go up two and a half percent we see the price of gold going up seven dollars -- translates seven and a half dollars that translates about -- a half a percentage point.

So again -- a job for gold as well but not as big as we saw in oil 160.

So who on your --