Quote from jnorty:
whats most amazing is aapl is a hardware company were fortunes can change in weeks and months. apple is worth 50% more than hpq with 1/3 the sales.at some pt in the next yr with expectations so high for apple the law of large #'s will cause a big disappointment. as it gets ever bigger and they continue blowing out earnings ests it makes the chances of continuing to blow out ests tougher. now the problem in finding that top to short is will apple hit $300 before that miss comes? the cult nature and love of apple stk makes a short tough right now
Quote from wildguy:
The large embedded base of windows and microsoft software in corp america isn't going away overnight, but it is true the movement to cloud will shake up that business model over time. Some will find msft offerings, but appearance of google docs in enterprise is definitely happening.