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Technology Stocks : Apple Inc.
AAPL 280.65-1.2%3:59 PM EST

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To: manalagi who wrote (149043)1/24/2013 10:28:14 AM
From: Bocor  Read Replies (1) of 213173
 
Would you rather own NFLX over AAPL?
Depends on your time frame. If I owned NFLX overnight, I would be selling. If I owned AAPL overnight, I don't think I would be selling today, unless I had margin issues. AAPL is up already from it's opening panic lows. My guess is that a lot of value funds are looking at being able to add some beta to their funds without actually calling it beta.

Value or dividend funds can't buy CRM for example, but they CAN buy AAPL. Will it end up at $300 or $600? That is the question. In any event, seems much of the bad news is priced in. How the new valuation will be priced in is to be determined, probably after options expire tomorrow.
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