Doug Kass, President of Seabreeze Partners, has a new post
on RealMoneyPro titled The Bear Case For Apple.
"The upcoming quarter will be big for Apple,"
writes Kass. "The fastest ever rollout for iPhone 5 will be accompanied by
higher-than-expected margins, as there are two separate cost-reduced models
now. Soon everyone will know that, and if not fully in analyst numbers, it will
be in buy-side expectations."
1. 1. "Quality vs. price: Apple is now selling
less or equal for more money." Kass argues that competitors have caught up
with Apple in terms of technology. As
such, they are now only offering a similar or worse product at a premium
price. Kass doesn't think this is
sustainable.
2.
2. "The Oracle of Cupertino: Steve Jobs is no
longer around to convince consumers that his products are magical." Kass notes that there appear to be internal
disagreements, and that Apple lacks a clear voice.....
Read more: http://www.businessinsider.com/doug-kass-10-concerns-about-apple-2012-9#ixzz27P5NME7A
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