One of my favorite columnists, Eric Savitz, published a well-balanced piece comparing Apple and Microsoft in Barron's today. Its definitely worth a read. He captures, what I think, is a very key concept when assessing these two companies - that one is a value play and the other a growth stock. As I noted in an article I published at Fortune this past Monday, I'll be running an in-depth comparative analysis of these two companies in the coming weeks.
While some regard Eric as generally bearish or skeptical on Apple, I've had a chance to follow a lot of his writing over the years and can attest that those concerns are relatively overstated. He's actually very balanced and fair in his writing focusing on both the positive and negative aspects of the company.
As most of wall street and the media seems to place Apple on a pedestal, I think it's important to keep in mind that there are always two sides to every story, and Eric does a excellent job of reminding us of this. You can read Eric's article here.
Disclosure: At the time of this writing, the author holds August 2010 puts on the QQQQs. The information contained in this blog is not to be taken as either an investment or trading recommendation, and serious traders or investors should consult with thier own professional financial advisors before acting on any thoughts expressed in this publication.