Apple's Moment Of Truth & Way Forward
by KRV
When I posted my earlier article on Apple (AAPL) last week, there were many doubters. While informed dissent is always welcome, the emotional reasons for owning AAPL outweighed, for many, the underlying shift in the business environment. The fundamental premise of my previous article is that the business 'eco-system' that Apple has today (this includes its supply chain, competitors, customer value proposition, market evolution etc.) would force Apple to answer a difficult question about pursuing market share (at declining profit margins) or retaining its high margins (but consciously accepting a lower market share). read more »
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