Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lizzie Tudor who wrote (72537)	1/22/2008 3:38:10 PM
From: slacker711	Read Replies (1) \| Respond to of 213183

It was a misquote from MacNN. Message 24144085 A lot of my confidence in the December quarter results comes from the fact that Apple's guidance has been so conservative historically. They had no reason to go out on a limb last quarter with their $1.42 estimate. I also note that they stated that component costs would be up during the December quarter....that is hard to believe considering the pricing in NAND and DRAM. Slacker

To: Lizzie Tudor who wrote (72537)	1/22/2008 4:51:35 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 213183

I believe Apple is switching from a 90% consumer driven company to a 50/50 corp and consumer demand model but the corp side is just barely starting up um, despite wonderful product placement, CNBS, movies.....etc.. not even close if you think corporate demand is going to surge during a recession...nfw, and even if it did (which it won't) aapl will be competing with an entrenched PC market which just keeps getting cheaper, their margins would be slammed did you get stopped out yet? if you don't want to short aapl (i'm not) buy PSQ to hedge