SI
SI
discoversearch

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 : Netflix (NFLX) and the Streaming Wars -- Ignore unavailable to you. Want to Upgrade?


To: 2MAR$ who wrote (520)9/1/2011 7:08:17 PM
From: Lahcim Leinad  Read Replies (2) | Respond to of 2280
 
but sales will have to be off this next qtr even for AAPL ?

That's where we differ. Personally, I think everyone in Apple's PC/phone/tablet pool is drowning in unsold inventory, except Apple.

iPhones going gang busters. Ditto MacBook Airs: killing competition at $999. And don't even mention iPads. Absolutely demolishing the competition. I mean, in comparison, HP had to discount their slabs to $99 from $399 just to move them out of their warehouses. Pathetic.

No, I don't think Apple fits your model.

Because every single high tech company - except Apple - is rightfully guiding down. A lot.

Bottom line, Apple is on its own, not to be compared, at present. Only Apple is hitting on all pistons, this very minute.