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  • A Rotten Apple [View article]
    I find it amazing how emotional and aggressive some of the readers are reacting towards the authors article. Of course the headline is meant to be provocative, but it is still surprising that a lot of people take it almost as a personal insult.

    What a lot of people fail to get is that there is a difference between a good company and a good stock. And that the past is not indicative of the future ;)
    Sep 12, 2012. 10:53 PM | Likes Like |Link to Comment
  • Apple's Fall Is Unlikely, But The Competitive Risks Are Too Great To Ignore [View article]
    I like the article as well. There is only one thing missing: New products and new markets that Apple is going to develop.
    See, if Apple does not innovate and continues to produce iphone/pad/mac, then they wil sooner or later become nothing but a player among others. Maybe a second Microsoft.

    However if they continue to develop new markets invent new products, then they will be able to continue growing. If there is a company that is dependent to entering and develop "blue oceans" every couple of years it is Apple.

    Now the question is: Will there be a next thing for Apple? What could it be?

    the advantage of apple: just because of its brand name but also because of its track record to deliver quality, they can very easily take an existing exotic technology and turn it into a mainstream thing.
    Sep 3, 2012. 12:59 PM | 1 Like Like |Link to Comment
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