The Bear Case on Apple
Albert Wenger makes a a good bear case for Apple. Namely, the dangers with their approach to software and vertical integration. I agree.
As I’ve written before, in the medium term I am still very bullish. I expect it to see north of $850 in the next two quarters with relative ease on the strength of iPhone 5 and the new iPad over the holidays. In the long run however, Apple does need to address both software and vertical integration to keep shares rising.
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Albert Wenger makes...good bear case for Apple. Namely, the dangers with their
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