FORTUNE — If you follow the Apple AAPL sell-side analysts long enough you get to know their hobbyhorses.
For Piper Jaffray’s Gene Munster it’s Apple television. For Bernstein’s Toni Sacconaghi it’s Apple’s cash hoard. For Global Equities’ Trip Chowdhry, it’s Jon Rubinstein.
Yes, Jon Rubinstein, whom Wikipedia calls the “Podfather” for his role in...
