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Technology Stocks : Apple Inc.
AAPL 269.96+4.0%Feb 2 3:59 PM EST
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To: Don Green who wrote (54388)7/12/2006 1:29:19 PM
From: Lizzie Tudor  Read Replies (1) of 213184
 
so we have a real diversion between analysts on AAPL this quarter.

On the one hand you have Piper, Citi, Needham and JMP who think this quarter apple is going to break out to the upside.

On the downside you have CSFB and Goldman, who are bearish based on ipod weakness.

I think the Mac numbers are the difference between these 2 sets of analysts. The bearish don't think MAC will overcome the ipod weakness and the bullish think it will. I think everybody expects ipods to be weak.
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