Perhaps MacWorld in Japan will bring us some fuzzy feel-goods. Otherwise, the wait is on till the numbers for the new G3 and the candy-coated iMacs start to roll in later this quarter. OK, I'll admit it. But I did make some good points, which I stand by. No, I don't think Steve Jobs is brain dead, just the opposite is the problem, he's a hyperactive kid if ever I saw one.
Vulcan impartiality is a mandatory quality for successful investing.
One has to have the courage to pull the plug on any investment as soon as long-term negative trends are identified. One has to make a special effort to isolate and highlight all possible pitfalls facing a corporation one finds oneself predisposed to invest in. The hype is easy to hear the downside is often a barely audible whisper. Apple is as much a theology as it is a corporation for many people. The whole Star Wars imagery of the Apple rebels with the force clearly on their side has been with us at least since the famous 1984 television ad.