Looking at Apple's stock going up $10+ today, it looks like you are already right :P
Michael Mistretta | Homepage | 11.13.07 - 10:47 am | #

Good reasoning, good writing. thank you!
Mike Koessler | 11.13.07 - 12:02 pm | #

I don't know whether they sold 10,000 or 80,000 iPhones in the EU this week; I believe the guy who says they'll sell 45 Million worldwide by the end of 2009. People used to thinking in computer terms have NO CONCEPT how HUGE the cell phone market is.
Tom B | 11.13.07 - 12:46 pm | #

that link to the 'Barrons has a nice summary of the overall carnage in technology stocks'

doesn't work
ulric | 11.14.07 - 5:24 pm | #