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Old 07.01.2010, 17:04
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Re: Apple - why we love the stock ...

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frankly, i'd sell. replacing satellites is a capital intensive business and i wouldn't like to be raising the capital in 2014 when the world is, at best, emerging from the biggest financial collapse of all time.

i don't see how they could even pretend to be profitable on commercial applications alone e.g. shipping, aviation. but the wildcard may be military uses and whether it might be kept alive by the US govt - but I suspect even their budgets will be squeezed in the next few years.


Exactly, they nearly went twice for bankruptcy! And your reasoning is very correct. I will tell my friend.
Thanks.
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