I suppose the thing to spot was the change in leadership. Oh, and that Jobs wasn't the washed up has-been that everyone (including myself) thought he was. I gue

I suppose the thing to spot was the change in leadership. Oh, and that Jobs wasn't the washed up has-been that everyone (including myself) thought he was. I guess that follows Y Combinator's approach of looking at the team rather than the product / idea. The other thing would be that Apple always had a devoted following even when their computers were abysmal, which fits with Warren Buffets idea of a big moat. But yeah, hindsight 100%. At the time I wouldn't have given them a bean either. To answer your question with a question: What would be the 2011 equivalent? We need a company with big mindshare, doing poorly who just had a change of leadership.