But Alec Ellison, chairman of technology investment banking at Jefferies & Company, thinks Apple is more vulnerable to changing consumer tastes than Amazon, Facebook or Google.
Ellison says that although Jeffries is “bullish” on all four companies, Apple has the least “stickiness” with consumers. What he means is that Apple has to continue rolling out hot new products if it wants to keep its lead. It would be much harder for a competitor to unseat Amazon, Facebook, or Google, even if they don’t offer any new innovations.
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