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

To: Jeff Hayden who wrote (3629)	4/12/2011 9:12:56 AM
From: i-node	Read Replies (1) \| Respond to of 32692

>> Your tantrum was meaningful? Tantrum? I just stated the facts as I saw them. And frankly, I would say they are turning out to have been legitimate concerns. The market is now beginning to flood with competition, AAPL is on the precipice of rapidly declining market share, the problems with the iPad are coming to light (as indicated by Syl's excellent 10-point post the other day which perfectly encapsulated the majority of my points), and we are getting this from the WSJ: " Jeffrey Fidacaro, Susquehanna International Group: We are slightly lowering our iPhone estimates for the March quarter from the Street high due to a weaker consumer in North America and for the June quarter as our checks confirm that the iPhone 5 will not likely be available until this fall. Scott Craig, BofA Merrill Lynch: We believe there could be some risk to consensus revenue estimates in F2H11 on slower uptake at Verizon (we still model 8 million incremental units in 2011), iPhone 5 delay (not likely, in our view)." Sounds like I was pretty much correct, does it not? Well enjoy yourself mucking around in Sylvester's swamp. It's an excellent place for those who can't stand the thought of anything Apple. After all Apple is a conspiratorial company, right? Where else can you find out about hopeless Apple wannabes? I love the company as I stated and restated at The Dictatorship. I just think they're making some rather serious mistakes in judgment.

To: Jeff Hayden who wrote (3629)	4/12/2011 9:18:29 AM
From: zax	Read Replies (2) \| Respond to of 32692

Jeff "Apple invented USB" Hayden said, Well enjoy yourself mucking around in Sylvester's swamp. It's an excellent place for those who can't stand the thought of anything Apple. After all Apple is a conspiratorial company, right? Where else can you find out about hopeless Apple wannabes? Jeff, Apple has done some pretty cool stuff. But you don't have to be conspiracy minded to look at how this company does business and dislike its business practices, and to know that this model is bound to fail in that its present market cap will come crashing down as it moves to being a niche player. Its quite predictable. -- Zax