But, that's a separate debate. I can't find a meaningful association between China and Apple's apparent arrogance, as defined by Kass and Wozniak.

Again, I share Kass's sentiment re: innovation at Apple. However, despite what many AAPL permabulls believe, those of us who question Apple's future do not keep one monolithic point of view.

For instance, outside of Maps, I have no complaints about iPhone 5. Criticisms over screen size are almost as outrageous as suggesting Apple should follow the lead of other companies or the consumer marketplace.

At its best, Apple dictates cool. With or without Steve Jobs, it needs to strive to keep doing that.

That's a core problem with the bullish/bearish dichotomies we assign people who debate stocks like AAPL. The entire you're either with us or against us mindset waters down otherwise nuanced situations.

Investors risk falling victim to the allure of using every negative AAPL mention to support their own bearish story line. You enter dangerous territory when you start painting the many pieces of information you receive with the same brush.

At day's end, an argument that's entirely bullish or entirely bearish is probably not the most reasonable one.

At the time of publication, the author held no positions in any of the stocks mentioned in this article.

This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.
Rocco Pendola is a private investor with nearly 20 years experience in various forms of media, ranging from radio to print. His work has appeared in academic journals as well as dozens of online and offline publications. He uses his broad experience to help inform his coverage of the stock market, primarily in the technology, Internet and new media spaces. He has taken a long-term approach to investing, focusing on dividend-paying stocks, since he opened his first account as a teenager. Pendola, 37, is based in Santa Monica, Calif., where he lives with his wife and child.

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