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    Portfolio Reflections: 4 Stocks That Stand Out

    Wed, 07/04/2012 - 04:23 EDT - Seeking Alpha
    • ATTUF.OB
    • EZCH
    • MLNX
    • RDWR
    • Shlomi Cohen

    shlomi cohenBy Shlomi Cohen: These are days for summing up. On Friday, we ended the first half of 2012, and also marked exactly five years since Apple (AAPL) started to sell the first iPhone, on Friday, June 29, 2007. Today, we know that Samsung (SSNLF.PK) immediately realized the power of the bomb that Steve Jobs dropped on the slumbering telephones market, and started to design iPhone lookalikes. By contrast, the company that led the market by a long way, Nokia (NOK), thought that this was another of Steve Jobs's delusions of grandeur that would end in failure, and did nothing for over two years.The result is that only Samsung stands today as a serious competitor to Apple. Nokia has collapsed to a market cap of $7.7 billion, less than the value at which Microsoft (MSFT) bought Skype last year. All that is left for Nokia to do is to "go to church andComplete Story »

    • Original article
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