In the long run we're all dead. I think the stock is still a solid pick, especially if you have a position already, the article acts like the sky is falling bec

In the long run we're all dead. I think the stock is still a solid pick, especially if you have a position already, the article acts like the sky is falling because the stock slid a few points. On the fundamentals it's a very solid business for now. It's interesting to see them still fair well against Android even with ICS which put Google on par. This to me indicates that the smart phone market is much more about brand than features. I think they've done a great job creating a moat via their brand in the same way that Coke did vis-a-via Pepsi. If they can get people to put iDevices in stockings like Coke gets people to drink coke at Christmas then it doesn't matter that their rev isn't recurring, just like Coke. If the perception remains that Android is the knock off then I think they will do well.