bluemarlin1402

Whose Notebook PC Business Is Most Valuable?

You are an idiot. Apple will never have a $699 ASP for notebooks. Where did you get such an outrageous number?

PC Market Not Looking Good, Dell Especially

What does Dell missing estimates have to due with the recommendation to avoid AAPL? They're not targeting the same customer and AAPL already reported blowout earnings.

AAPL's profit margin is among the highest off the computer manufactures, Dell's among the lowest.

Doesn't seem logical to me.

Mac vs. PC vs. Gold

You state that AAPL would be a buy at a p/e of 7 but not currently where it is at 16. With most predictions of a flat sales this holiday period the only way to move p/e would be a decrease in share price which would equate to AAPL at $39 a share.

Do you really believe that AAPL is going to hit $39 a share?? Thanks for going out on a limb and stating that AAPL is a buy at 39.