KenC

How Stocks Perform After Being Added to the Dow

Hmmm...no mention of Cisco?

Awaiting Apple Earnings and Guidance

Apple should just drop deferred revenue accounting for the iPhone and Touch, and just charge users $5 every time they add a new feature. That way, analysts wouldn't be so darn confused on how to factor iPhone sales in properly, and Apple could drop the bombshell that's been sitting in their back pocket. 5M iPhones sold could add 43 cents eps if they didn't defer 7/8ths of the revenue.

I'm fine with deferred revs, if analysts were building it into their models but they aren't. After 8 quarters, we should have the full effect of iPhone sales in earnings, but you don't see analysts making that adjustment at all.

Apple vs. Bank of America: When "Whisper Numbers" Come Home to Roost

Your comment on Apple makes no sense. It would be one thing to lowball and give guidance below reasonable expectations, but Apple gave guidance typically 25% above the previous year's sales. The analysts can wink all they want, but they are free to come up with their own estimates. Apple beats those estimates too.