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

To: Cogito who wrote (281)	2/25/2011 5:43:55 PM
From: i-node	Read Replies (1) \| Respond to of 32680

>>> Fortunately for Apple, there's more money in the consumer market than there is in enterprise. This is true; however, it puts a limit on the extent of the market penetration that is possible. Not only are most PCs for the enterprise, the upgrade cycle there is faster. And most of those who use PCs at work are not as apt to want a Mac at home. I think AAPL has a bit to run on the Macs at this point, but that market could fizzle quickly. At the same time, mobile devices are going to be losing ground fast to 'droids of different kinds, aided in part by AAPL's insane determination to tighten the grip on the platforms of the mobile devices. AAPL hasn't topped out yet, but when they do it could be a bloodbath. I disagree with zax that now is a good time to be shorting it. It just seems they are not making very intelligent decisions right now for some reason and eventually a price will be paid for it.

To: Cogito who wrote (281)	2/25/2011 5:45:48 PM
From: zax	Read Replies (1) \| Respond to of 32680

>>>>It may be that the Mac will eventually make it to critical mass outside the home computing environment but it is not there and not even close at this point.<< >>I don't disagree with that statement. >>Fortunately for Apple, there's more money in the consumer market than there is in enterprise. I'm surprised to hear such a concession in the first point above from you, Cogito. If you want the stock to stay up, you'd better not make the concession in the second point - that its a consumer goods market. Jobs himself once called consumer goods a fools errand. Something to do with the fickleness of the public at large.