Apple’s Clash: Rising Stock Price Vs. Declining Company Superiority

Friday, March 9, 2012

Last October, I reviewed Apple’s (AAPL) situation without Steve Jobs and with a rare, under-expectations earnings report. I likened those negative items to strikes one and two, but leaving Apple in the game.

Strike three? I believe it has occurred, not as a single event, but as a combination of Wednesday’s new iPad announcement and some uncharacteristic, growing concerns about Apple’s ability to continue its high profit margin growth. These items add up to the beginning of a decline in Apple’s superiority.

This article is posted on SeekingAlpha.com

 

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