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Technology Stocks : Apple Inc.

AAPL 278.37

+0.1%

Dec 12 3:59 PM EST

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To: Cogito who wrote (148970)	1/23/2013 6:43:59 PM
From: zax	5 Recommendations Read Replies (4) of 213176

>> is trading nearly 200 dollars higher than the top you called two years ago. Your math is all wrong. AAPL is less than $100 (25%) above it value as of the date the Tankwatch thread began, less than two years ago. All gains of the last 11 months have been wiped out in a matter of weeks. Apple has lost $250/share since September - 35% of its value. Apple lost $50B in market cap after hours today alone. This is a tanker in every sense. But the really remarkable part, is that AAPL has not even begun to tank, relative to where it is going. You'll be a believer soon enough. A different kind of believer. Apple and Sony are the companies you should be comparing. Apple makes and relies on consumer goods, a very fickle and competitive market. Those big, regular buys and sustaining investments that businesses make when there is a competitive ecosystem of hardware manfacturers don't exist in Apple's world, of proprietary ports and supplier decryption chip "IP fee" taxes. The coming margin and market share pressures are about to become extraordinary. The lock in to Apple's ecosystem is a fairy tale. A myth. Pure misconception.

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