Wednesday, April 7, 2010

Things I Think I Think

While many, including myself, are raving on the AAPL iPad, I would say that a ton of the EPS upside in the last year has come from operating system sales and those monster margins on software. The iPad, combined with the new iPhone 4.0 OS, will be one more reason to keep adding Mac's with the new OS. Moreover, on the mobility side, the iPhone/Touch/Pad OS is a primary driver of superior functionality and increasing sales.....

Was that a double top today on BIDU?

CIEN and AOL are at new 52 week highs, and I still see AOL to the high $40's if not a lot more than that. CIEN I won't even say.

I'm still eyeing BX, but I’m not doing anything yet.

long AAPL

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