“So Apple has upside – here’s the story on the iPad mini [Analyst: 2 million of those 3 million iPad sold in first weekend were iPad mini units]. And Apple has reinvented enterprise structures to facilitate extraordinary growth at low relative cost,” Shaughnessy writes. “What’s changed is sentiment. In the past what mattered was trader sentiment – that’s why share prices go up and down – but what matters now is pervasive sentiment.”
Shaughnessy writes, “The right way to deal with it – Cook has to up his game and become more of a peer in the community of people building their businesses around Apple.”
Read more in the full article here.