The fact that it's cheaper for Apple to make $1 than for Google and Amazon is an outstanding competitive advantage that isn't eroding despite the commodization of mobile. The company's stagnant R&D spend is offset by low M&A costs.How accurate that is, I don't know. But it's an interesting observation, if accurate.
There's some "corollary" in the Bakken. It turns out, based on a comment from a reader, that there is a significance difference among the various operators on their ability to run an efficient operation (and, in turn, control costs).
There is some suggestion that some of the less efficient operators (and small Bakken operators) may not be around in 2016.
Disclaimer: this is not an investment blog. Do not make any investment decisions based on anything you read here or think you may have read here.
ATT increased its quarterly dividend b one penny.
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