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Zoltan L. Kovacs » Comments » ACN

  • Are Fortune's Most Admired Companies Also the Most Investment Worthy? [View article]
    Apple is mainly building its business on human creativity. Now it can choose among the best brains on earth. Now just put it in your expactations framework. Then look into your rearview mirror and see what an economic performer Apple has been for the last ten years. Finally take a look at the present P/E, cash flow potential and cash reserves of AAPL and crunch the numbers.
    Mar 06 07:06 am |Rating: +3 -3 |Link to Comment
  • Dell Gets Ready for a Comeback - Barron's  [View article]
    Dell doesn't have a uniqe business model anymore. The only USP they are trying to offer customers and shareholders is lowering costs. They are selling commodity PCs and it does't even help them in a downturn. That means trouble ahead. Trying to imitate Apple is another sign of strategic weakness. The cheaper computers get, the less relevant do little price differences get (in absolute terms) for the buyer.
    Feb 28 18:00 pm |Rating: +7 -1 |Link to Comment
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