Trouble is, investors don't pour billions into a Goldman-run fund to lose money.

FORBES: Early Retirement Or Early Warning?

"We disagree with the views expressed, which we don't think reflect the way we run our business, " a Goldman spokeswoman said.

BBC: Goldman Sachs director in London quits 'toxic' bank

In a note to investors earlier this week, Goldman Sachs analyst David Bailey wrote that his checks with contract manufacturers don't show any major new hardware platforms on the way.

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