Just over a month ago, Bluesea Research, a fellow Seeking Alpha contributor wrote an article about Apple (NASDAQ: AAPL), discussing how the company faces an existential threat from Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), and Google (NASDAQ: GOOGL) (GOOG) (referred to as Amazon, Microsoft, and Alphabet or AMA). The author’s central thesis focused on how the vast resources and capabilities of AMA meant they could gather a massive share of Apple’s core product lines which define its ecosystem.
However, the article made several key mistakes that are worth highlighting and