Steve's Channelling Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Steve's Channelling Thread

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Larry Brubaker who wrote (8615)	12/5/2000 11:30:02 PM
From: Zeev Hed	Read Replies (2) of 30051

Larry, I think that after GTW, DELL, and HWP warned, AAPL should not have been a surprise, so I am not sure how unexpected that was and thus how the market will react. In conjunction with other weaknesses, it might. After dropping to the mid $13' it bounced back to around $15. Mind you, that is pretty close to book and to cash (they have $12 cash per share, if you are assuming that this decline is temporary, then you are buying the business for only $3. They have a "pristine" balance sheet, but of course, who wants a pristine balance sheet without growth (g). Zeev

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next