re margin
Between the lower NAND parts cost and the apparent lack of the projected dip in Mac sales, I'm optimistic for the quarter. Selling out of iPhones in France doesn't hurt, either, but I don't know how much iPhone will or can contribute to Apple's bottom line in the holiday quarter and I'm not inclined to guess at it.
The question is, will something happen that's so bad that Apple's performance won't matter to its stock price? The haircut my whole portfolio took on this rate cut's small size gives me the impression the market is being led by fearful people, and that's a scary place to be in the short run.
Take care,
--Tex.
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