Apple

[Vanraw]

I think there is alot of up shot for Apple. And i think there is alot of down risk. In a way apple is like its own little bubble. The stock reminds alot of AOL back in the day. AOL had a great product, had tons of market cap and domonated the dialup internet service. They destroyed the long standing leaders like compuserve. There was plenty of compitition but individually, they could not be touched. In the end they lost to the competative pressures and the next big thing. But it was a long strong run.

Now im not saying apples run is over. Not by a long shot. But the time will come, the question is when. Today their revenue is all about iphone and ipad hardware sales. Their strength is it great design, and an almost religous following, coupled with a per unit profit margin that is crazy strong.

But, from a real money perspective, apples growth is all about just those2 product lines. Add to that, the fact that the market (except china) is becoming sturated. Apples brand loyalty is its biggest strengths. But anti apple brand loyalty may become its growth limiter.

I dont know when, but there will be a time where apple will hit a wall like every other growth company, in which the numbers will flaten some. It cant not happen. When it does, i dont want to own apple. The option plays that you have been playing is the best option.