[Hedge fund investment] is likely behind the very different behavior you are seeing in companies like HP and Apple this decade. A severe lack of new … - Rob Enderle

Apple tends to aggressively work to not discover problems with products that are shipped and certainly not talk about them.

[Apple] carries a valuation of an image that is over-inflated due largely to the powerful efforts of Steve Jobs who made the company appear magical. As we end the year, the valuation of the company appears to have massive downward pressure and this is largely because the architect of that massively powerful image has passed — and along with that passing Apple's apparent leadership.

[Tim Cook's] position at Apple was to do the things Steve didn't want to do and to never be a threat to Steve, which means he likely is everything Steve isn't — yet he is trying to fit into a spot custom designed for Steve. Talk about your round peg in a square hole.