Zeev's Turnips Patch-No Politics (ZEEV)

[John Jet]

Is what Apple story true? Track pads are pretty old technology, so there will be steady erosion. Scroll wheels are newer so it will take a while for Apple to find a second source. All these products have limited life cycles, like semis and non-generic drugs. You only invest in SYNA if you believe it can innovate faster than the rate of obsolescence.

There can be no denials because any replacement products are still under development, so nobody knows when or if or how viable. None of this is surprising. For Apple, sole sourcing is not an option.