DislikedWhat are these people doing? Absolutely crazy that it can get that far out of control. Mind you, APPL lost over $35 billion in market cap yesterday...largest loss in absolute terms in history. More than the market cap of BlackRock and Morgan Stanley!
Still...$12 billion red ones in a bank the size of Deutsche? Pretty frightening.Ignored
On the technical side (you prolly know better than me) it is clear that Jobs left a a very detailed schedule to follow. However, it seems to be lacking that extra edge to adapt to the environment and competition....with his dictatorship genius gone Apple seem to be just in cruise mode now ...which is never a good idea for a leading company. Plus with a closed source with hyper controlled environments for their product in a ultra modern open world, the odds of not making the same mistake that Microsoft did a decade ago were very low ...so far they are making the same mistake when Msft was in their peak....suing Samsung and the other thousand of small companies around the world it only proofs this point....
They need a massive change of north. A new fresh CEO to put those genius engineers they have back to work, difficult especially given the almost dictatorship environment in APPL ...meanwhile will see a slow path to find a more realistic fundamental value with the common ('cause the solid financial structure of appl) huge spikes up when the markets in general start trending.... Let see in 15 years if Appl is trading at the same levels as Msft .....
sisse
Pending conversations? PM for a chat...I am mainly in OTM now