Linked List: January 26, 2012

Thursday, 26 January 2012

Make That Two ★: Analyst Ed Zabitsky sees AAPL shares falling to $270:

The reason for his bearish view of the company is that Zabitsky believes the competing Android mobile operating system from Google “will change the playing field entirely” with its latest 4.0 update, also known as Ice Cream Sandwich. He says the experience on the updated platform is on par with Apple’s iOS.
There’s Always One ★: Thomas Kee is doubling down on his advice to sell Apple short:

My purpose here is NOT to suggest that sales of iPhones are going to decline aggressively, even though I firmly believe AAPL products do not carry with them the competitive advantages they once did. Instead, I am suggesting that sales growth like what we have been witness to will not continue at the same rate. This stall is coming, it is closer than most people think, and what we were just witness to is likely the peak in this growth cycle.
The State of Apple ★: If you’re at Macworld Expo, come see Jason Snell, Andy Ihnatko, and yours truly on stage at 4pm speaking about the state of Apple. If you’re not at Macworld Expo, shame on you, but you can watch online at Macworld.com.