What a laughable analysis. How about addressing valuation? We can all see that AAPL is doing great things in a lot of areas, but at what point does the stock price already reflect that? I think $300 is a little optimistic. Why should a company in very fickle and competitive end markets trade at more than 30 times EV/EBITDA?
5 billion songs by Macworld is also nothing but fanboy hype. Itunes has had major defections by Universal and NBC, how do you expect growth to accelerate when AAPL is losing content providers?
How the iPhone and Poor Management Contribute to Apple's Downfall [View article]
And a fantastic opportunity for management to get lower strike stock options. They don't mind the stock price dips so much.
Is Apple Going to $300? [View article]
5 billion songs by Macworld is also nothing but fanboy hype. Itunes has had major defections by Universal and NBC, how do you expect growth to accelerate when AAPL is losing content providers?