John Gruber on Arne Alsin on Apple: “The game is effectively over”

Arne Alsin is still in investment management. Hopefully his results are better than his forecasting. John Gruber (and the Web) will not let Alsin forget how wrong he was in 2001:

Arne Alsin for The Street, back in October 2001:

To survive, Apple has to convince Windows users to migrate to the Mac platform. But since Apple is not competitive on either price or applications, there is no compelling reason for users to switch. The game is effectively over. Dell, IBM and Hewlett Packard have a stranglehold on the PC industry that is secure, with Dell’s build-to-order model the clear winner over the long term. […]

Apple’s story now is fodder for business historians — don’t make it fodder for your portfolio.

Best part: his disclaimer says he was, at the time of writing, long on Circuit City.

If there’s any defense for Alsin’s Apple calls, I suppose it is this: Prediction is very difficult, especially about the future [Niels Bohr]

2 thoughts on “John Gruber on Arne Alsin on Apple: “The game is effectively over”

  1. Anyone who is in the guessing game often ends up eating crows for breakfast, lunch and dinner.

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