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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (49882)10/26/2012 10:59:04 AM
From: Jurgis Bekepuris2 Recommendations  Read Replies (1) of 78687
 
I think that AAPL results confirm the theme. Their Mac shipments were so so. Tablet/phone shipments were good, but there is expectation of slowdown or price war in these areas too. So it may be prudent thing to sit out until situation clears. However, with all three big contenders (MSFT, GOOG, AAPL) flush with cash and FCF, I doubt that situation will clear quickly. IMHO there is going to be a long drawn out war with a lot of casualties among smaller cos with weaker business models and/or balance sheets.
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