Apple Inc (AAPL)

[roni]

lango

Your post was good and educational and a worthy contribution to the community here. The analyst I cited, and I do not recall who it was, specifically said he was included an attach rate. It may be different than the one you used.

As far as playing this quarter, I have been clear about my plans, which is more than I can say for you. I asked you about how you planned to play a certain Apple quarter once and you said you were not at liberty to say. I think I pretty much left it at that, maybe with one retort.

You state the inflection point as a fact, when it is a hypothesis, one that will not be proved or disproved with one quarter's results. You know that

In fact, one firm today said they were comfortable with their 10.5 million Pod estimate, even though it was above the downward revisions proffered by other firms.

No matter to me, it is more risk than I care to take on in a couple of weeks. The core position will stay. The trading shares I bought at $62.95 will be gone. Does not take more than a few year's experience to have a pretty good feel about how to trade AAPL with a pretty good batting average. There will be some strikeouts, goddess knows I have had some of those, but.....

I am not arrogant enought to suggest that everyone follow what I do, but I have experienced some pretty good success, if I may be so immodest as to mention that.