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Dediu (aka Asymco) Gets It
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Another Babe Ruth. Only one home run, but keeps hitting it over and over again.
http://www.asymco.com/2011/06/20/thinking-over-apples-value/
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Agreed.
And by the way, for those of you who have not yet subscribed to Horace Dedieu’s Podcast “The Critical Path”, do yourself a favor and give it a listen at once.

