 Talking Heads Discussion
May 15, 2012
Headline: "Apple: Product Commoditization? Despite Apple's current attractive valuation at $558, many investors are reluctant to invest because they don't believe Apple can grow any more and they believe there is no more incremental growth. This would occur if Apple products become commoditized, if the products hit a ceiling on innovation and uniqueness, and if the products are then considered blasé. The current example, the iPhone, has shown that this is not the case."" Forbes
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