Google's (GOOG) Nexus One came out without any customer service. Microsoft (MSFT - Get Report) and HP (HPQ - Get Report) are delaying production of a Tablet because they can't get the touch screen operating system to work.
Research in Motion (RIMM) still can't get the touch screen to work right on the smartphone.
These other companies are great in their own way but none of them offer a collective ecosystem of seamless software/hardware integration like Apple. Consumers are fiercely loyal to the company with good reason.
The bottom line is that sentiment is important for investors to gauge in the short run but in the long run it all comes back to fundamentals. I'd like to watch Steve Jobs give a press conference in which he presents the fundamentals of Apple's current earnings along with the future growth forecasts as compared to competing companies in the tech sector.Does Wall Street need Steve Jobs to tell them everything?