Wednesday, September 23, 2009

A Few Thoughts On The Internet Tsunami; And Stocks Like T And AAPL....

The internet tsunami rolls on - the shorts are most likely panicking here ahead of RIMM's numbers and starting to take the stock ahead of tomorrow night's eps. They had hoped that the PALM deal would be loose--it was tight as a drum. They were hoping that there would be a raised whisper for RIMM but there hasn't been. I read and hear of people being fearful for their jobs being short these names...Meanwhile T is catching a second-wind from the tsunami....I also must emphasize that the points T raised last week in Communicopia at Goldman are finally trickling into the marketplace. When you combine South Korea, China and USA (T) you know that the AAPL numbers for next year are ridiculously low. AAPL will, I think, earn at least $12 a share. It should not be this low......

long AAPL

No comments: