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Strategies & Market Trends : Natural Resource Stocks

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To: isopatch who wrote (67228)	3/20/2008 12:50:56 PM
From: JimisJim	of 108799

Iso: mid April... and actually that is their 2nd quarter as their fiscal year Q1 is calendar Q4... historically, their fiscal Q2 is their worst, but that may change this year. One leading indicator for AAPL has been ADBE over the years. ADBE announces Q1 results in March (just did this week and got a nice 10% pop)... a very large percentage of ADBE customers are also AAPL customers and ADBE not only blew out their numbers, but also guided higher than WS expected... AAPL typically lowballs and beats, but everyone knows that and bakes it in -- except this last time where suddenly everyone seemed to believe AAPL's very lowball guidance that they appear ready to blow away. Jim

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