I like the sector but this is the 3-4 time this decade the story gets trotted out. Margins on most of these companies just ok ...... yell loud enough and we can create the next bubble
Zach, Any insight into how the new guy they hired from Yale is doing at Apple University ? With a faltering economy and apples ability to revolutionize most areas they enter into could this be the next growth engine when most of us are still focused on Consumers electronics?
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