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


To: Cogito who wrote (3871)4/20/2011 6:03:25 PM
From: i-node  Read Replies (1) | Respond to of 32692
 
>> This is not a company that is dependent upon one product line to make money.

>> In what world is that something that should make investors nervous?

The company is strong as an ox. No doubt about it.

But a sizable miss like this on iPads certainly should have analysts rejiggering their forecasts. They missed on iPods and iPads, slightly beat on Macs, and did predictably well on iPhones.

Sure, they're making a ton of money -- nobody would have expected otherwise. But in my experience, after the initial positive reaction of people who skim-read the material, concerns about growth start to creep in. Perhaps it won't happen right away, but if they miss again next qtr it could start to weigh on the shares.