Do you think Apple is allowed to manufacture in Iran? The government is already telling companies where they can or cannot manufacture.

Even without government intervention, a good CEO should know better than to put all of his company's eggs in one basket, whether that's an individual nation, or a single parts supplier.

Apple's massive growth in services would somewhat insulate it from a locked-out-of-China scenario. At least long enough to establish diverse manufacturing elsewhere.

As an Apple shareholder, for years I've been repeatedly disappointed with Mr. Cook's swooning and fawning over China. Not just for political and social reasons, but because he put the company and its future in jeopardy chasing Chinese manufacturing trends for short-term dollars. I want a CEO with long-term vision, who makes the company resilient so it'll keep producing revenue longer than the next three months.

(And yes, that means that other countries in which a multinational has operations can do the same thing. If you look at China--they already do.)

Furniture is an example where we should care much less.