MichaelComeau

5 Key Quotes from Yahoo! on the Internet Industry

So the user base is growing by double digits, page views are up 20%+, U.S. search queries up 11%+, but revenue is up just 8%? Can someone please explain to me how this company is worth more than $33 a share?

10 Notes on the Current Market Fracas

lounge, a bounce on bad earnings tends to happen when lousy results were expected and/or the stock is heavily shorted.

Five Key Quotes from Intel on the PC Industry

Cheap notebooks and Apple have been the two big drivers of the PC industry. People either want a good deal (low-end PC) or they pay up for convenience/style/reli... (Apple).

Apple Plays the Conservative Card Despite Record Quarter

Here's a quick summary of some of the analyst comments that have come out so far:

Apple analyst comments

While Apple Continues to Lowball Outlook, Mac Shipments Surge

One thing I worry about is that the size of Apple's EPS beats seems to be diminishing a bit. Whatever, the momentum players are going to drag Apple out behind the bar and give it an ass whooping. I'd be in no hurry to get back in tomorrow morning.