Revolution at Apple must occur with something new. That something new could replace something that exists inside or outside of Apple
or it might be something entirely new and novel. A brand new product. Or such a major improvement on something already out there -- like iPod, iPhone and, to some extent, iPad were -- that it's as good as new.
So the bullishness associates with the reality that Apple's current line of products does not have to and should not change. I hold out hope that all of the noise about evolution vs. revolution will not cause Tim Cook to keep fixing things that are not broken. At the same time, I hope Cook understands that we absolutely do need a revolution at Apple. Without one, it's not gonna be alright. That's where the bearishness comes in.
-- Written by Rocco Pendola in Santa Monica, Calif.