Just remember, that fundimentals have not proven accurate this past couple of years. If you think you can read the tea leaves, they've got you where they want you. The news on this stock continues to be favorable with the exception of margins. In the end, the market share will grow at the same clip they have in prior years, supporting the high PE (they can change the margin when appropriate). Be very careful about getting sucked in to this short strategy thats currently being pumped. Its expected so plan for the opposite!!!
It's actually a very very difficult task to increase margins while keeping all other factors of the business stable. And what often happens is that if a company increases its margin the P&L goes the opposite way. That's just one of the reasons that there is some short interest in this stock.