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10 Reasons Not to Buy Apple

Apple's added value is its OS, including iPhone 3 and its Safari browser. The hardware in its MP3 player is available elsewhere, but iTunes and the iPod, iPod Touch software is available only from Apple. These products and the iPhone are actually small computers. Their numbers will help convert massive numbers of persons who, until now, used PCs driven by Microsoft's OS or by variants of Linux. Because OSX is so stable, based on a Unix kernel, it offers a good alternative to Windows, which still has a commanding share of the PC market. These factors lead me to believe that Mac computers will continue to gain share at MS's expense. I am long AAPL and short MS, originally in equal dollar amounts. Current dollar position is better than 3:1 AAPL and continues to increase. As the author points out, the consumer market is very competitive. Apple has been rewarded by consumers because Apple continues to provide very satisfying products to those who seek such satisfaction. I expect Apple's GMs to remain above those of most of its competitors, if not all of them. Only the policies of the current administration give me reason to be more cautious. So far, Obama's policies have destroyed about $4.5T in equity. His bias against free markets, favoring central controls, is a much greater threat than MS, Sony, HPQ, Ericcson, Palm and RIMM combined.