Franz Ross and James Burke: Thanks, You both deserve a lot of credit for your OBJECTIVITY, without it, there would be little reason to ever visit this thread.
I am not a technie, I am solely an investor, who spent a marketing career in the computer industry.
If there is one misconception that I find prevalent when discussing AAPL is to judge the future success of AAPL based on their ability to beat MSFT on ALL fronts. No one seems to buy the concept of nitch marketing. Few seem to recognize that AAPL need only to participate in certain markets that they now dominate to be extemely successful. Those markets in themselves will provide more than ample growth and reward.
The moves that AAPL management have made lately, specifically the NEXT deal, indicate to me that they certainly are on the right track. Although, I'll leave final judgement on that to the James Burke's of the world, whom as users, and developers,.. make the real calls.
In my opinion,there are many ways to look at AAPL and see a different outcome as there were a few years back for IBM. You had all the time in the world to buy IBM in the $40's. The doomsters were every where. I for one see many similarities here with AAPL. The most signficant similarity and the one that happens to count the most in my mind : A STRONG, LOYAL, USER BASE in their respective dominate markets.
I think AAPL today just may offer to the long term investor the same opportunity that IBM did about three years ago. We'll see. :-} |
