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----------------------------------------------------------------- I Earnings Preview Edition I I I I I I Traded perception of net worth I I I I Company Feb 16 Feb 16 Sep 16 Oct 16 I I 2011 2012 2012 2012 I I ======== ====== ====== ====== ====== I I I I Apple Inc. = $335B $468B $648B$608B I I I I Microsoft + Dell+Nokia = $290B $315B $292B $275B I I I I Walmart Stores = $180B $212B $250B $259B I I I ----------------------------------------------------------------- (US dollars at current prices)
Get the picture? Somethings not adding up. A new "mobile revolution?"
Perhaps, but it is still a bubble. I love bubbles. The only thing I like more than buying into them at the bottom, is shorting them at the top.
Armageddon this Quarter, or Next? Its allabout the iPhone. Is there any wind left in its sails? A $329 iPad Mini?... Against a $199 Nexus? ROFL. More like directly against a $399 iPad 2.
Sea Change Bill Gates on Windows 8/RT, Windows Phone 8 and Surface.
I 
