Walker975
2021-03-21

Basically it's an in market cycle rotation. While it is important to understand how the sales and revenue are being reported, to pretend that the up and down within a week is anything more than rotation is ludicrous. Apple still has a collective fan base, a "moat" though now smaller, Inelastic PE. It's good to understand market sentiments to their products. That their research is no longer viable and one of their product line is not doing as well as they expected is not a good thing. Does the decrease in one product outweigh the increase in the other? That is the most important consideration in terms of FA

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