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Unless I'm mistaken, there's not really any discussion on the forum about Apple and Microsoft. For my part, MSFT in my portfolio but no AAPL yet. Two great companies to consider quietly for the long term in my opinion. What do you think?
Yes, it's true that some technologies can gently move into the ranks of cash cows.
you are right to talk about MSFT and AAPL
we can also think of INTC
It reminds me a bit of IBM at the time.
Be careful, however, it can happen that giants like this, due to a few bad strategic decisions, miss a technological turning point.
These companies, due to their preferred sector, are much more subject to this type of error than more traditional companies, for example in food or cosmetics.
IBM, for example, has already had to completely reinvent itself twice, otherwise it would have disappeared.
We can also think of the case of Kodak... no one could have imagined that this giant, a former member of the Dow Jones, would become what it is.
Let's also think of Nokia, the leader in mobile phones not so long ago!
in our paradigm today, it is difficult to imagine a "life" in AAPL or MSFT, yet who knows maybe in 10 years they will have disappeared or almost... all it takes is one failed technological shift and bye bye... that is the magic of technology, it goes very quickly in one direction as in the other
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