Buy and Sell Signals, and Other Market Perspectives Message Board

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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives

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Nov 28 4:00 PM EST

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To: GROUND ZERO™ who wrote (39240)	10/22/2012 9:26:20 AM
From: Keith Feral	Read Replies (1) of 219525

10 year yields pushing back towards 1.80 today. I'm rather encouraged by Friday's pullback. I can't wait for Apple EPS disappointment to get out of the way this week. They have become a nasty drag on the market the past month, as they are rapidly losing all their enthusiasm. I think Apple's products represent some of the worst overall value in technology right now. $600 iPhone costs more than most tablets, laptops, PC's and TV's. That's a premium that won't last. Next year, we'll start seeing the ASP of smart phones start falling by 20% a year, just like the good old days for cell phones. This means that Apple needs 20% handset growth to offset lower prices going forward. I think they have the 20% improvement for this year, next year will be more difficult to predict.

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