Good observation, bad conclusion. If Apple had to sell as many computers as Dell to survive, then maybe it would overextend its market and be worth shorting.

Good observation, bad conclusion. If Apple had to sell as many computers as Dell to survive, then maybe it would overextend its market and be worth shorting. Since Apple sells relatively few computers, there are lots of people who settle for a Dell but dream of an Apple. If your customers would jump ship the first chance they get, you're not a good long bet.