Lipa addresses these other issues, of course, but his chorus (and title) miss the boat.

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Those who exclusively rely on traditional fundamental analysis will simply miss the boat.

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But I don't think at this stage, the Saudis, in particular, but even the Syrians want to miss the boat.

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If you miss the boat you can always hire someone to row.

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The question now remains, which bidder will miss the boat?

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Where analysts really miss the boat is in showing a little creativity to imagine new products Apple might roll out in the coming year and what kind of uptake those products will get from consumers.

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On the one hand we think that what they do is important but on the other hand by asserting that the business models are broken we disagree with that very statement and thereby fundamentally miss the boat because these entities simply do not have business models?

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