video transcript

REPORTER STANDUP: BOBBI REBELL, REUTERS REPORTER (ENGLISH) SAYING: Is the shine coming off Apple? Since the iPhone 5 hit store shelves less than a month ago, shares are down more than 8 percent over concerns about supply chain issues and the backlash over the Maps app. Also investors may want to take profits. The stock is up about 65 percent over the last year. Sarat Sethi of Douglas C. Lane: SOUNDBITE: SARAT SETHI, PRINCIPAL, DOUGLAS C. LANE AND ASSOCIATES (ENGLISH) SAYING: "We do think in our view that the next couple of quarters are going to be tough for Apple to sustain its value, just given history. I mean people forget very quickly what happened to Microsoft, what happened to Nokia. What happened to great brands that reach $500, $600 billion. At some point it's the value that they have to create. So Apple, if you think about it, has to create a $60 billion dollar company every year to grow 10 percent." But Morningstar's Brian Colello is still a buyer: SOUNDBITE: BRIAN COLELLO, EQUITY ANALYST, MORNINGSTAR (ENGLISH) SAYING: "We have a $770 fair value so we do think the stock is undervalued. We still think there is great growth. The sell-off looks to us more like an opportunity to buy rather than a reason to sell. So we would recommend that investors hang in there, and potentially add to their position." And investors aren't the only ones looking at Apple. Microsoft's Steve Ballmer says he wants the software giant to look like Apple as they try to move into the hardware business. SOUNDBITE: BRIAN COLELLO, EQUITY ANALYST, MORNINGSTAR (ENGLISH) SAYING: "The problem for Microsoft is that Apple has a multi-year head start in that sort of integration." Even though Apple has been bruised, it still has a big opportunity to make splash in the mini tablet market- where everyone is waiting for its next big gadget. Bobbi Rebell, Reuters.