Wednesday, February 3, 2010

AAPL And VZ

I think firm news on a contract between AAPL and VZ is worth $15-30 on AAPL's stock price.

My view is that we will see the iPad seal a VZ agreement soon; shortly after which an iphone agreement will follow. I would also be surprised if we don't hear firm news on some deal with VZ before June.....

long AAPL

No comments: