macbeutlig
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The search for Apple's next big thing
Very well written......
Steve said once, that the "for Apple to win, Microsoft has to loose"-idea was wrong and he wanted to end the war with Microsoft.
Today, it is nearly the same: for Apple to loose, someone other has to win (or be better in any aspects).
And I can't see someone other being better in Apples core-markets.
Therefore Apple will continue to outperform and sucking in the majority of the earnings in smartphones, PCs, tablets and watches.
WallStreet will continue to believe in old pattern that don`t fit with Apples style of doing business and so, sadly, the stock will continue to underperform.
But who knows: maybe someone at WallStreet is reading AI