We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (1699)7/22/1999 1:41:00 PM
From: LauA  Read Replies (2) | Respond to of 4663
I still fail to see Apple as a Buffett-type stock. I remain unconvinced that it will be in business 10 years from now. My most recent piece of data comes from private conversation with an internet start-up that's getting lots of press, targeting a major sector, and is well-funded by Sand Hill VC's that is not even bothering to code a Mac version despite certain obvious attraction. Reasoning? Apple remains difficult to work with. Declining market share - If Apple wants to participate, they'll have to fund the R+D.

BTW, they are running their backbone on Linux boxes from VA Research.