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Technology Stocks : Apple Inc.
AAPL 273.67+0.5%Dec 19 9:30 AM EST
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To: IHateSourCream who wrote (44404)4/26/2005 8:05:35 PM
From: Kip S  Read Replies (1) of 213177
 
IHSC,

Thanks for posting:

I know folks have mixed opinions about Cramer, but for what it's worth, he's talking down AAPL today:

From the research, we now know that Apple's lead times and product availability have gone from tight to loose, from difficult to find to bountiful, and I think that's what's been killing the stock. The momentum holders, the mutual funds that play the upside surprise game, know that the iPod is now readily available, and that's causing the relentless selling since the quarter.

Considering the source, I view this as a good contrarian indicator.

I also found the CSFB analysis (Friday?) rather more compelling.

Kip
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