An interesting blog post from the folks at Schaeffer's "Apple Investors Are Hungry, but Can the Stock Deliver?"
The most interesting part of the of the article discusses netbooks (like Amazons Kindle) and how the opportunity for Apple to expand into the area of Netbook readers "the opportunity is huge" for Apple. The blog post also states that the market for smartphones grew 68.2% last year, which is pretty amazing so the article beggs the question "imagine how consumers and business users would take to an oversized iPhone with netbook functionality." I guess we will have to see!
http://www.schaeffersresearch.com/commentary/content/apple+investors+are+hungry+but+can+the+stock+deliver/dailycontrarian.aspx?single=true&newsid=91789#91789
