Pop Quiz time Doug Kass, based on your oh-so-bearish article.
So, what do the PC companies do? Probably add lower prices to new features. Macs are expensive. A recession is probably coming. "Cool" may be nice, but not when a consumer can't afford it.
Which is tougher: (a) reversing your loss of market share with wannabe products that can't get any cheaper because your margins are already stretched too thin, or (b) going from 5% market share to 10% with the best computers and added-value software in the world?
Did you pay any attention to what was happening in December? For God's sake man, pay attention during the next two weeks. More strikeouts at CES, and then Steve will step to the plate with the bases loaded.