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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Doren who wrote (38746)	12/20/2003 11:25:10 PM
From: HerbVic	Respond to of 213173

100 weeks is not the comparison I was making. The discussion was about AAPL participating in the recent bull market. That started around April/May. Try this one if you prefer a single comparison chart. siliconinvestor.com HerbVic

To: Doren who wrote (38746)	12/20/2003 11:56:23 PM
From: Kip S	Read Replies (2) \| Respond to of 213173

Doren and Herb, Since I first asked the question, please allow me to give some input into the relevant time frame. When I was speaking of the recent up market, I meant the past "about" one or two months or so. Go back to Doren's chart and recalibrate it for 50 (or even 100) days and you will see what I mean--Apple underperforming the NASDAQ by around 20%. FWIW, it is only in the past week or so that I recall the NAZ 100, QQQ, outperforming Apple this year. Until recently Apple was well ahead (year-to-date). In the past week or so it dropped below and is now almost 10 percentage points behind QQQ YTD. Maybe it's a good time to pick up some Jan, Feb, or April calls--if the optimistic outlooks are correct. One last point, and I am hesitant to share this, but I would say about 2/3 of the time or more, especially when a "good" quarter is anticipated, Apple runs up precipitously a week or two before earnings and then almost always drops as soon as earnings are announced, even when better than "expected". Last quarter: 20.57 close on 10/2; over 25 on earnings day, 10/15; and quickly back to 22 range. Maybe some day, I'll try to make a buck there. KIP