Buy on rumour sell on news. Today we will have news. Consider the 30% recent ramp in share price.
Apple concentrates on a few key blockbuster products. Samsung has a plethora of offerings. Has Samsung over diversified. Does Apple have too many eggs in one basket?
Apple concentrates in the higher margin premium space and appears to have ceded cheap phones. Cheap phones may create some economies of scale that Apple may not enjoy.
Apple is highly dependent on new product offerings which are flashier and flashier. Eventually this strategy burns out.
If there will be one product stumble the whole worthiness of Steve Jobs Successor rears its useless head.
George Gutowski writes from a caveat emptor perspective.