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Technology Stocks : Apple Inc.
AAPL 273.67+0.5%Dec 19 9:30 AM EST
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To: Michael D. Muzzie who wrote (10791)4/3/1998 9:20:00 AM
From: rhet0ric  Read Replies (1) of 213177
 
A Random Walk Down Wall Street

I just read the same book, and found it fascinating.

My take on AAPL is that analysts are very inefficient in their knowledge of the company and the stock. Whether it's because Apple doesn't give them good information, or they don't follow it closely enough, I'm not sure, but it's true.

I posted a chart a couple months ago showing the EPS surprises for the last few quarters for DELL, MSFT, and AAPL. The DELL and MSFT numbers were always close to .01 or .02. The AAPL numbers were always like .18 and -.22, etc. In other words, they were rarely on target.

So I think it's entirely possible that the market hasn't already factored in a surprisingly good Q2, and that we'll see a very nice rise in price when (if) it comes about.

rhet0ric
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