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  • Apple Joins The $400B Market Cap Club - What's Next [View article]
    The answer is NO. It's not sustainable. I cannot envision a scenario in which AAPL is up 50% or doubles from here. It's "fully valued" at best, overvalued at worst.
    Jan 24 02:35 PM | Likes Like |Link to Comment
  • Apple Not A Buy-And-Hold Investment? That's News To Me [View article]
    Every time I see or hear Apple, I wince. I used their products since 1987 and in the early 2000s I remember when iPods were flying off the shelves and the stock was around $6. My Peter Lynch moment, thoroughly missed. Didn't miss with DLB or a few others, but that one still stings and yes, I'm typing on my iPad. :-)
    Dec 7 08:08 AM | 2 Likes Like |Link to Comment
  • How The Steve Jobs News Impacts Apple In The Long-Term [View article]
    Glad you caught my attempt at humor there. Gotta play it up for Jobs-worshippers. :-)
    Aug 25 01:25 PM | Likes Like |Link to Comment
  • How The Steve Jobs News Impacts Apple In The Long-Term [View article]
    What exatly happened to apple the last time Jobs left? $5/share.
    Aug 25 08:34 AM | Likes Like |Link to Comment
  • Why Apple Is Worth $80 [View article]
    The author makes a good case for going long FactSet.
    Oct 28 09:21 AM | Likes Like |Link to Comment
  • Why I'm Shorting Apple Ahead of Earnings [View article]
    Rather than just one side of the trade - why not a strangle of some kind - a put/call at $195/$205 or something along those lines?
    Jul 17 07:22 AM | Likes Like |Link to Comment
  • Studies Show Pent Up Demand for Appleware in Corporate Settings [View article]
    In the doctor's office yesterday, I read a fantastic piece in radiologytoday.net about the high demand from physicians offices for better imaging/display and the system of choice was Mac but again, the issue is lack of app providers but more are coming forward to develop the required applications - sounds like opportunity to me.
    Jul 8 07:28 AM | Likes Like |Link to Comment
  • Apple Earnings: The World Is Going Macintosh [View article]
    I used Mac's in the 80's, left for PC's in the 90s, and am back to Macs in the 2000s. Pretty much following Jobs, I guess. the plug and play, interoperability, etc. all work in the firms favor - just wish I'd backed up the truck further in 2001/02 for more stock.
    My kids take on line course work, downloading podcasts to their shuffles/iPods. They complete the coursework on their Mini's in real time online courses. The Mac experience is seamless, and while certainly the end of dell, it certainly does not bode well for Mr. Softee either.
    Apr 25 09:46 AM | Likes Like |Link to Comment
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