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Nicholas Lampros  

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  • Demystifying The Microsoft/Apple Comparison Argument [View article]
    This article is littered with logical fallacy not the least of which is your assumption that value is strictly a measure of PE ratios. Furthermore, the Microsoft/Apple argument is much less about valuations and has more to do with large, trail blazing companies failing to innovate as they have in the past. Once the innovation has slowed relative to the competition these companies are presented with new risks such as lower margins, decreased market share, etc.

    I think anyone can see that Apple is in danger of following this path and THAT is why the stock as dropped. NOT by chance (one of the most foolish reasons I've ever heard) but because of the risk of decline and lack of foreseeable growth catalysts. This is not to say that Apple will definitely continue on this path only that the similarities are glaring.
    Apr 29, 2013. 01:47 AM | 1 Like Like |Link to Comment
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