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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?

To: Fiscally Conservative who wrote (44139)	1/19/2013 6:34:57 PM
From: Keith Feral	2 Recommendations Read Replies (3) \| Respond to of 221930

What bubble? Stock is trading at an 24% discount to most tech stocks, which aren't exactly expensive to begin with. Bottom line, Apple is worth the combination of MSFT, INTC, QCOM, and CSCO combined, just in terms of revenue and income. If you added up the market cap of those four companies, it would far exceed the market cap of Apple. If Apple is a bubble, QCOM is a super bubble. Apple has 10 times more revenue and income, yet they only trade at a market cap about 4 times greater. If QCOM's market cap suddenly shrunk to $40 billion to accurately reflect the same value as Apple, I would be buying the hell out of QCOM.