[Swordmaker]

Seeking Alpha claims the 15% drop in AAPL in the last few days is not a true correction as Apple has not been "over valued" and has, in fact, been under valued. Explains why in an excellent rational read. — PING!

AAPL stock value irrationality Ping!

If you want on or off the Mac Ping List, Freepmail me.

[subterfuge]

Good news....thanks.

[Menehune56]

Sounds like a buying opportunity then.

[Dr. Sivana]

Disappointing iPhone sales: How disappointed can you be over a 35% y/y increase in unit sales?

Because the market already knew that sales were booming, and factored the expected increase in with the current stock price. Apple is too dependent on iPhone:

The profit margins on the iPhone are most likely MUCH larger than on iMacs and MacBooks. With the iPad market saturated, Apple is heavily reliant on iPhone for profits, with the rest (including iPod Touch, software, iTunes stuff) all indirectly feeding the bottom line. That said, a phone that has a very high satisfaction rate is a GREAT thing to be dependent on, compared to where HP and Dell (their old competitors) are, and Nokia, HTC and Blackberry (more or less vanquished competitors). They won't be Samsung or Mitsubishi, but the profit margins will be greater because of the concentration of high margin products.

[ctdonath2]

Sometimes people just declare an expectation - devoid of any rational justification - and then act on surprise when that expectation fails to deliver.

[bolobaby]

Holy cow, dude. There have been dozens of articles and opinions written on Apple’s stock price the past few days, all of them basically negative. For your ping-list of all things related to Apple, you don’t post a single one. (Although you do comment on a couple simply to try and spin the fall in stock price.)

This is the one you post?

This is why people question your objectivity.

I know we pledged a truce and all that, but how can you consider this as anything less than being a corporate cheerleader for Apple? If you were truly interested in posting all information related to Apple, wouldn’t you have picked at least one of the dozens of articles that actually paints the stock price drop in a negative light?

Just curious.

[Organic Panic]

Every time I read about the demise of Apple I think to myself “I wish I could fail my business to a trillion dollar company.”

[Raycpa]

Money getting ready to redeploy (move from dividends to bonds) when interest rates increase?