Christ get a grip.. these stocks are rising because their earnings are growing 60%+ YoY. What the hell do you expect.. their stock to fall while their earnings are growing gangbusters?
They'll fall hard if their earnings growth falls hard. Otherwise they'll carry on ramping, and the weaker the Dollar gets, the better for AAPL and RIMM as they earn an increasing amount overseas.
Stop obsessing over why they should fall, and wake up to why they're going up. The financials are irrelevant. There's plenty of money out there, and credit quality outside of subprime is strong.
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