Frankly I see a spectrum with slightly irrational bulls on one side and definitely irrational bears on the other extremity, mostly arguing over things that don't matter like market share and which phone is the bestus. As I've sad twice before and at the risk of being redundant we have a stalemate at the high end where it matters, and at the low end where market share is created it doesn't matter. We do have a core of people who are more objective about this stock.
Right now the only thing that really interests me is what Apple might or might NOT do, particularly to add revenue or add proprietary, uncopyable, value to current products. Isn't that the crux of it?
Bears complain Apple is late with its next revolutionary breakthrough (that the Androdians will try to copy) and has lost its mojo. Bulls think Apple TV, the watch and the new Apple phones will lift it again. Other than that all the bickering is chaff.
The watch or TV seem to be "for sure" products, but are likely to be misunderstood, just as the iPod, iPhone and iPad were misunderstood. So it will be incumbent on investors to understand them before the general investing public I think.
Other than that, my only personal wish is for Apple to tighten up its OSs, security, usabilty and release bug wise. Rather have a late upgrade with no serious bugs. And they should concentrate on what matters, extending their OS/hardware security lead over Microsoft and Android. |
