Is Apple More Undervalued Than Other Tech Sector Stocks? [View article]
The only concern that I have is when everyone's focus is on only one company the competition is likely making significant inroads elsewhere. While AAPL is a great company I think you need to be concerned about the pressure on margins and how a decline in sales affects their profitability.
The products are great, but you're buying the business when you purchase the stock and there's a big different between the two.
Microsoft's Ballmer: Few Sites Can Live on Ads Alone [View article]
MSFT needs to innovate, plain & simple. They've failed to do so in a meaningful way after blazing a path in the 90's. They're playing catchup and being reactive instead of being proactive. It's a classic mismanagement story and while they can sit back on their windows platform & collect cash they're not getting meaningful growth without products or services that offer innovative alternatives to the established norm.
Is Apple More Undervalued Than Other Tech Sector Stocks? [View article]
The products are great, but you're buying the business when you purchase the stock and there's a big different between the two.
Great article.
Microsoft's Ballmer: Few Sites Can Live on Ads Alone [View article]