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

To: David C. Parker who wrote (24038)	4/15/1999 7:50:00 AM
From: soup	Respond to of 213177

Who's your daddy? I may be one of the few on this thread that doesn't get too hung up on quarterly earnings. IMO, they're trailing indicators and of lesser importantance than "events" like product and marketing announcements or balance sheets. With great technology, a strong balance sheet, talented leadership, I may get annoyed by the day-to-day trading shenannigans, but I don't lose a lot of sleep worrying about AAPL itself. I also don't care too much about analyst spin, they have too many conflicts of interest to be impartial and too much material to cover to focus. I once read a full Merrill-Lynch "Hold" report on AAPL - 8 pages of trailing numbers without a single sentence evaluating the technology or future prospects. It was something any intern could (and most likely did) download and collate. The Jim Poyners of the world will spin what they're paid to spin. Unlike Aaron Goldberg, who's a journalist, Poyner's been urging Oppenheimer's clients into large positions long CPQ/short AAPL. He doesn't have the luxury to have an "epiphany", no matter what he really thinks. Free advice to anyone reading, long-term you're going to learn/earn a lot more listening to Eric Yang at appleinvestors.com than the Jim Poyners of the world. Not to mention paying Oppenheimer wirehouse commissions for lousy advice.