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Strategies & Market Trends : The Residential Real Estate Post-Crash Index-Moderated -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (62778)

3/15/2012 12:55:23 PM

From: John Koligman

Read Replies (1) | Respond to of 119360

On the surface it does seem that a 200 point move since mid December and an additional 180 BILLION of market cap added might indicate a top. However, look at metrics such as PE, growth, cash etc. and compare them to what something like Amazon is trading at. That's why you see 700 and 800 dollar targets on the stock. Until the growth story changes (and at some point it will) I really would not want to get in the way of this one except for very short term trading....

Regards,
John

PS - Other thing is, AAPL is going after markets like China - note that one mobile provider in China (China Mobile) has about 660 MILLION subscribers.... Even a small piece of that means many billions of additional revenue dollars for AAPL... (Last I checked they still get over $600 bucks per current model iPhone from mobile providers)...

As of 31 January, 2012
	Total customers
Customer number	655,436
Net additions	5,868
Cumulative net additions	5,868
Customer Base ( in thousands )