wallawallabingbang

Inside the Apple/PA Semi Deal: Micro and Macro Perspectives

Very cogent and nuanced treatment of complex subject matter. Best written Alpha article in many moons. As an investor, I never have any concerns or second thoughts regarding Apple's/Jobs' judgement, insight, and direction for the future. At the risk of sounding hyperbolic, I'd say there is no stronger, better positioned, or adaptable tech company on the planet. And it is only beginning.