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To: Lizzie Tudor who wrote (183184)1/18/2006 5:46:43 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 186894
 
Jobs says he saw a "pause" in demand on the switch to the mactels.



To: Lizzie Tudor who wrote (183184)1/18/2006 6:05:27 PM
From: BelowTheCrowd  Read Replies (1) | Respond to of 186894
 
Neither AAPL nor ebay (nor any stock anymore) is trading on the results. They're trading on the fact that the companies seem to feel that current expectations are too high.

Personally, I suspect AAPL will prove to be a buying opportunity and the guidance too conservative. But I also suspect it won't be a one day drop either.

-btc


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