The equity research arm of Barclays just put out a report on Apple, and it has a handy chart summarizing all of the main concerns investors have with the stock right now.
The concerns are: 1) Long term operating margins; 2) competition for iPhone; 3) competition for iPad; 4) no “next big thing; 5) concerns over maps; 6) management changes; 7) production execution; 8) execution risks in vertical integration
Let’s dive into these a bit, shall we?