mollytjm

Tech May Be a Wreck, But This Isn't 2001

and...APPL has an extra cushion that extends profits because of the kick-back arrangement with AT & T for it's iPhone. And..they have profitable retail space just for their brand. those stores are still heavily frequented, even when malls are slow, leading one to expect a lot of pent up demand that will manifest in holiday sales.
in addition, purchases from the itunes and apps stores are enormous and growing. these are relatively inexpensive items so once the initial product (ipod, computer, iphone) is purchased, it doesn't seem like much of an expense to 'shop the stores'.
It'll be after Christmas that will tell more of a story. The top well funded players will survive nicely...i think the others will be in trouble.