The GM is a concern but the bumper fiasco took a hit. We know all too well how the market responded to RIMM margins. Overall I think Apple business plan is spectacular. Verizon coming on board just before the holiday season and Ipad production up and running makes a good story. Bottom line betting on AAPL is a bet with Steve Jobs. He has this charm of delivering what the market wants.
BTW, I always enjoyed and respected your post. Always to the point with no fluff. Definitely one of the must read top posters around.
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