1) An analyst whose brokerage bought a bunch of cheap puts writes an article how Google or Microsoft are eating into Apple's market share
2) General market selloff
3) China ban rare earth export
4) The crises in Europe or trade spats limit the demand of Apple
5) Again, the iPad will eat into other corners of its business
6) Cheap Chinese knockoff
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1 comment:
eric. you are wrong.. get rid of MS.. there is no reason why apple and google cannot co-exist. come back to NY. Think about this trend: poor-ass hospitals are buying Apple computers and not PCs. why? because pc's are unreliable. if poor-ass hospitals are choosing a more expensive brand, then the trend is real. the ipad is a winner. let's wait and see what happens with the next iphone..
also: check out Penn West Energy Trust.. what do you think..
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