There seem to be a very good trade that the fund managers are playing, selling Apple at a high and buying back at a lower point. This stems from the mindshare amongst managers and retail investors alike that Apple is a good company and have a loyal group of followers Greg Schnell have a good post comparing the situation of Apple to that of another company that used to hold a high mindshare: Sony. Back during my time in the 1990s, the Trinitron TV is a must have. Any TV pales in comparison to it, whether it is real functionality or what they make you perceived. 10 years later, Sony took mis-steps and didn’t really adjust to it. What I realize is that there are some change in competition or business trends that a large company will find it hard to adjust to. We are not saying Apple will face ......