The religion has changed. Apple is saying we have the chance to really build the Macintosh platform, and although there are risks, we're going to do it.
Investors are betting on Apple's music story and not the Macintosh story. If they were betting on the Mac story, the stock would be in the teens.
The important question the shortfall raises is whether Apple will be able to attract new users to the Macintosh platform to continue to grow its market share, ... The shortfall raises ominous questions about whether it can.