re: What's wrong with AAPL?

I actually think, just by the numbers, the stock is getting to be attractive. I just am the only apple hater in the sea of 1,000 lovers and I can't let it be a one sided argument.

In reality, the things I have been preaching (margin compression) are beginning to be accepted as a possibility. Even before Jobs died, I was blown away that nobody was talking about margin compression. Since he's died, I've been even more bearish on the stock because it's easy to be evolutionary and he left a lot of ides in the pipe, but I won't be a believer again until they show that they can create the next thing that people don't know they want. Shrinking an iPad doesn't cut the mustard in my book.