Quote:
Originally Posted by stinkypete
so a 20% return on investment in one year isn't possible cuz nobody can bat 400 consistently?
how about the fact that every handset company in history has eventually cratered?
all of them dominated for a few years until a new competitor emerged with something better.
the iphone killed the ipod and the ipad is basically just the iphone with a bigger screen. macbooks are differentiated but they aren't really the driver here. you may disagree with me but i look at aapl as a $500 billion comp with basically 2 really similar products. cloud, itunes, all that other stuff is really built upon having the handset and the tablet.
the question is it possible to come out with a better phone and tablet? what does the iphone not do? obviously if i had the answer to this, id be a billionaire so i'll defer. when i look at the market today, i see a lot of droid phones that look like bad apple rip offs.
maybe apple just nailed it and whatever minor short comings they have will just be fixed by the upgrade cycle.
so this post seems to be taking the form of i have no clue and thats really my conclusion on the future of apple. what i do know is that at 15x-20x i'd be short it all day. you just can't trade at a premium to the market with the product breadth and business that apple operates.