I have no real opinion on the Einhorn stuff. It is not like we have not seen him do this stuff with other companies. What catches my attention is the mid afternoon comment out of Apple. That is a first. Think about this. Has Apple ever commented on press from an analyst or investor? Isnt that the stuff of a Bank of America, HP or Herbal Life? Either we are looking at the New Apple under Cook or this smells of panic from a CEO or investor relations dept.
I get that. And I dont care much about that till it happens. I agree you can trade on that (the act of it happening not the rumor or speculation it will). I am baffled at the company issuing a comment on this. Most companies consider this non sense and refuse to comment on it. I am stunned the company elected to change their conservative practice of never commenting on this kind of commentary and debate