Saturday, October 20, 2007

Waiting AAPL...The savior of Tech...

If i could read the market, sure i wouldʻv sold Thursday... even closed my positions on my losers (some of which i did...STV).

The market on monday will be about one company...AAPL... even if iPods donʻt meet expectations... iPhone revenue sharing with AT&T will help numbers. But the biggest number people are going to see involve Macs - specifically MacBooks. I keep seeing them at starbucks, the mall, anywhere that has WIFI.

VMW: wish i closed this position. i only hope it follows AAPLʻs lead
RIMM: it will move higher. tho i wish i cashed out on green also. this is not a good time to be in the market. take the greens when you can. If they come out w/a touchscreen version, then - back in your truck...
SNCR: they benefit from iPhone (legal) activations - enuf said
BRCM: they showed the future. and their guidance is what i think will blow people away.

i will add SNDK to the list. they were shot down. big time with their guidance, which i think will be blown out of the water...

PALM: why do people keep buying these guys? iʻve bought enuf puts in them. Centro? puleez. iPhone & BBerrys, not to mention LG & Samsung all have phones that blow Palm away.

No comments: