In a secular bear cycle, like we're in now, absolute returns are the way to go.

FORBES: Intelligent Investing Transcript

But in a secular bear cycle like we're in today, the style of investing is completely different.

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And we're in a secular bear cycle.

FORBES: Magazine Article

Even with the investor concerns that have mounted as of late we believe most agree that the company has brighter secular prospects than typical value tech. (But) the most recent product cycle has not driven the market share and new user growth we had anticipated, and we believe Apple may find it difficult to hit consensus expectations in the March and June quarters.

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