Tim Cook runs Apple, not investor sentiment. Nothing has "evaporated," unless you've sold. There's really nothing for Tim Cook *to* address. Nothing has changed, fundamentally, and earnings were great. If you factor in the increased yoy revenue gain, the shortened holiday season (13 versus 14 last year) and the one-time hit to margins (iPhone 5 tooling and initial production bottlenecks), you see that there's simply nothing for him to address. If you dig, you'll see that Apple is still growing yoy. And for him to come out and say "We think the selling that has occurred is unwarranted, baseless and knee-jerk" would be beyond dumb. He's CEO to run a company, not hold your hand.