True, but Apple does not have the corporate stronghold that Microsoft did/does although you could argue the App Store point. Also the upgrade cycle in the Apple profit center (iPhone) is only 2 years and is going to get hit hard by the lower ASPs that phones are seeing. I shorted at 674 (http://seekingalpha.com/article/839661-the-iphone-s-growth-r... - I'm dude111), and am going to continue to hold the position for now. I think the holiday quarter is going to be much weaker, in terms of profits, than anticipated.