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  • jkanalysis0 jkanalysis0 Oct 11, 2012 7:26 PM Flag

    iPhone 5 Shipping Times Coming Down

    I just loved today's price action. Apple looks pathetic. It finished down $19 from the high. Apple started collapsing at 10:44am. The Nasdaq started collapsing at 10:52am. This is exactly what I have predicted. Apple will continue to fall and will pull down the market with it. I can't wait for the announcement of the lower margin iPad mini. This will be the death blow.

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    • Good work. Just as impending competition of AAPL from Samsung affected AAPL, impending competition from various sources, especially from the newly hyped Workday IPO will be very negative for CRM. While AAPL has earnings and innovation and will survive, though possibly with lower target prices (no AAPL position), CRM not have GAAP earnings for years (IF EVER). Should I be sorry I covered small FFIV position already?

      Sentiment: Sell

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