How fast can a giant crumble …
Looking also at RIMM, Sony, Dell, HP, Palm, Motorola and so many examples of buried or walking dead, it gives a hint why investors are afraid of AAPL (taking into account its size too). Everybody is “afraid” of the next disruption. But they fail to see Apple not only has the strongest legs in the industry, but it is the main serial disruptor of all times. It does not hesitate to disrupt its own product lines in order to renewal itself.
Also AAPL is a main component on QQQ and tech is not in great shape for quite a while now … because Apple is slowly killing everybody (in the consumer space), but they throw the baby with the bath water. Time will clear those issues up, but the intelligent investor buys from pessimists and sells to optimists (with timing playing a huge role in that equation).
SOURCE:
http://gigaom.com/2011/12/13/nokia-iphone-android-and-wishful-thinking/
Nicu 10:59 am on December 14, 2011 157 days ago Reply
WP7 needs “below-the-belt punch”s to promote itself, but hey, it’s so easy to do that with Android that they simply cannot resist …
http://nakedsecurity.sophos.com/2011/12/13/microsoft-free-phones-android-malware-victims/
GotWake 1:10 pm on December 14, 2011 157 days ago Reply
LOL…… Microsoft helping people with malware problems, that’s funny.
Bunratty 8:31 pm on December 14, 2011 157 days ago Reply
“the intelligent investor buys from pessimists and sells to optimists”
Nicu 8:51 pm on December 14, 2011 157 days ago Reply
I must admit that I have stolen this from the book “The intelligent investor”. As I did not read much of it (I bought several books at once and I’m progressing slowly with “The innovator’s dilemma”), I’m not going to recommend it yet, but it looks promising.
JPWatkins 9:12 pm on December 14, 2011 157 days ago Reply
I can definitely recommend “The Innovator’s Dilemma.” It has some very good insights on design and strategy.