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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Broken_Clock who wrote (16822)	4/12/2003 9:40:27 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78625

Papaya: Mac lost the biggest chunk of it's edge when MSFT transitioned to Windows. It's been quite awhile since since AAPL has had a double digit market share [3.5% now vs >13% 10 years ago [ businessweek.com ]. Since then, as you indicate, they've seen substantial strength in niches like education and graphics slip due to declining relative performance combined with widening price gaps vs competitive offerings. An article in NYT today implies that the music buy is much less likely than it seemed yesterday. Perhaps Apple recognizes that there's no sense buying the cow when they can get the milk and butter thru the fence [by licensing or partnering]. Nevertheless the risk of blowing the cash remains and even if this music buy doesn't pan out, the potential for a stupid acquisition has been brought front and center for value investors whose primary interest is the high cash position.