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

To: Keith J who wrote (43435)	7/19/2011 10:46:47 PM
From: armi	Respond to of 78464

If you know, you can make a lot of money with this company. The question is what will their competitive position be in a few years? Will they still be this dominant? I think Apple will focus more on media later on in its life once product innovation is harder but they can always raise their R&D.

To: Keith J who wrote (43435)	7/20/2011 12:24:30 AM
From: Jurgis Bekepuris	Respond to of 78464

Yes, AAPL looks cheaper and more attractive than GOOG on all metrics. (I still prefer MSFT, but let's forget them right now). Also, I have said this couple times and I will repeat: missing AAPL was a huge miss on my part. Possibly the biggest miss of the decade. Of two decades. And I missed it multiple times. I bought tiny position at $125 and sold at $175. That's it. Oh well. Stupid and blind. (At least I can claim that a lot of other value investors were as blind. :)) I don't know if it's a buy now. Perhaps wait for some retracement and buy there. Or buy here. The biggest issue here is 400B market cap. A double to 800B, a triple to 1.2T! Soon we are talking about extinguishing US debt by selling AAPL to China. ;) Tough shit, very tough. But if AAPL can continue to gain share in mobiles, tablets and PCs (slowly in PCs), it's quite possible to get to 800B. 1.2T... possibly not.