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  • The Dow's Lost Decade [View article]
    Why not look at one of the energy stocks in the Dow before you declare the "old economy" toast?
    Nov 23 15:20 pm |Rating: 0 0 |Link to Comment
  • How Apple Stock Should Be Valued: P/FCF [View article]
    "Most everyone who owns a Windows machine really wishes they had a Mac..."

    This is the elephant in the room for AAPL. Everyone I know under the age of 30 uses a Mac. MSFT stumbled badly with Vista, and has left AAPL an opening to take a lot of market share from Windows, especially in a demographic where a lot of the growth will come from. And while MSFT's software-only business model leaves them open to rampant piracy, AAPL's hardware/software combo is harder to get round. IMO the lofty valuation on AAPL anticipates a considerable amount of share increase at the expense of Windows.
    Aug 17 13:17 pm |Rating: 0 0 |Link to Comment
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