Apple Inc (AAPL): I'm set to buy some more AAPL on margin...

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KVW

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Monday, 01/05/2004 9:22:32 AM

Monday, January 05, 2004 9:22:32 AM

I'm set to buy some more AAPL on margin this morning if the stock trades down. I spent some time reviewing AAPL this weekend and I could be making a big mistake, but I don't think so.

I have never seen a lead in to Macworld where the news has been so positive lately (I've read hundreds of articles on Apple's success with iPod and iTMS and even lots of articles on the G5). But, almost all the analysts has a neutral (really a sell) recommendation on AAPL.

Either the pros know that something is not well with AAPL, or they are in for a big surprise in the next two weeks. I think they haven't been thinking clearly and when earnings are announced, this stock is going to fly. I can't find any indication anywhere that the December quarter was a disappointment. I even think with the push for iTMS this quarter (Superbowl Pepsi promotion), the guidance for the coming quarter should be up.

How can this not be a BUY?

Kevin