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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (46508)	2/9/2012 12:01:05 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78769

>>AAPL - I sold when Jobs died. Yes, it was wrong short term. IMHO they will implode long term.<< I think AAPL benefits from Facebook overvaluation somewhat. Both Facebook and AAPL had the same growth rates last quarter actually, yet AAPL trades at 12x earnings and FB at ~80-100x earnings (depending on the IPO price). Some folks that look for equity growth stock exposure look at that and must say - Gheez, why should I even care about FB? Now I agree that AAPL could implode but the near term looks pretty good. FB could implode as well, I am seeing already signs that the young folks don't find it that cool that Grandma befriends them and get's to look at their college drinking binges and sends them comments on the wall.