Nothing has changed?? They are coming out with new product line ups.. just in time for Christmas. Do you know how many iphones they will sell within the first week?? Do you know how many people will have iproducts under the Christmas tree?? And if they suprise with something new and unexpected :-) :-) :-)
You're missing the point. People are not buying because of Ichan, per se. They are buying because someone as high profile as Ichan and record of success, particularly Netflix recently, has finally brought people to their senses in terms of how they view Apple.
For months, many people have had a ridiculously pessimistic view of Apple and its future that was completely irrational and out of all proportion to the realities of its slowing growth during the last few quarters. AAPL had gotten ahead of itself at $700, but dropping to the $400s and even high $300s was a HUGE overreaction. This drops lead to irrational pessimism about the company itself in addition to the stock.
The Icahn position has merely snapped people out of their irrational stupor and caused them to re-evaluate Apple's prospects. Having done so, people are finally seeing what Icahn has said is true: Apple is hugely undervalued.