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I bought ~2/3 more on the drop. This is a longer-term effect (if any), and won't materially impact their business near-term. It's doubtful to me whether it changes the story much even 2 years out, but the media are a bunch of Apple fanboys, so they turned it into a big event.

If you've got a Stock Advisor subscription, I'd go read the Criteo board for SA subscribers, and even if you don't, there's some good discussion on Saul's Investing Discussions, which I believe is not firewalled off.
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