To survive, Apple has to convince Windows users to migrate to the
Mac platform. But since Apple is not competitive on either price
or applications, there is no compelling reason for users to
switch. The game is effectively over. Dell, IBM and Hewlett
Packard have a stranglehold on the PC industry that is secure,
with Dell’s build-to-order model the clear winner over the long
Apple’s story now is fodder for business historians — don’t make
it fodder for your portfolio.
Best part: his disclaimer says he was, at the time of writing, long on Circuit City.