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fmikehugo

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fmikehugo

Re: KVW post# 6661

Thursday, 10/30/2003 9:04:42 AM

Thursday, October 30, 2003 9:04:42 AM

Post# of 147291
Kevin - PMFJI, but it seems to me much too early to draw any conclusions about the stock price. I am betting (with a humble 3K shares) that we will revert to the classis AAPL runup to earnings in January. This view is reinforced by the economic news out this morning.

IMO the good news about AAPL is not yet out there... it is in the media and here, on this board, where enthusiasm for insanely great products is generalized to the wider world. It is happening, but slowly, and will build gradually through the Christmas season up to earnings.

IMO the downside is execution. I have been really shaken by the 10.2.8 fiasco and the AlBook problems. My checkbook is right
here, beside my faithful Lombard. But still closed. I'm old fashioned enouth to expect that for $2,500 I'll get a product that works.



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