Replies to post #71584 on Apple Inc (AAPL)

[Tex]

re PortalPlay

I agree: investing in some widget-maker who's doing well because nobody's offered his big client a better/cheaper/smaller/faster/nicer widget is scary. This company's business, as I read, come mainly from AT&T, no? They've been handling some functions for AT&T and probably were hired by Apple because they already had it down.

What happens when T works out how to do it cheaper? Ouch.

Take care,
--Tex.