Apple: The Last Uncommoditized Company

6/9 - "Let Microsoft/Dell/HP reign over the commodity end of the market; Apple generates cash quite well by selling high margin products to a dedicated user base.

From a financial standpoint, that insistence on quality over quantity is an attribute that sometimes gets overlooked. Good design doesn’t get a line on the balance sheet, but if you’ve spent as much of your life as we have in front of soulless gray WIndows boxes, you can recognize that Apple’s success has less to do with just pushing units out the door, and more to do with doing things right.

What about the stock?

Down $4 today on very heavy volume (was down $7 intraday). Buy the rumor, sell the news, or something. No matter. Long AAPL."