Just want to thank AAPL for messing up my QLD trade, couldnt go higher like it did last few quarters after earnings. I go long QLD under $70 and AAPL lowers guidance.
AAPL is not going to have a good 2008, I really think its going to take more than thin notebook and AAPL TV to get it back to $200+, I actually think it could fall even further going into the rest of 2008. The AAPL trade is done with, may be able to trade it here and the rest of 2008 I see limited upside.
current Nasdaq 100 holding %'s...WOW!
Apple Inc. 12.67%
Microsoft Corp. 6.83%
Google Inc. (Cl A) 5.53%
QUALCOMM Inc. 4.87%
Cisco Systems Inc. 3.39%
As of 1/18/2008
...well...totally looks like a sell NQ morning tomorrow...again...do your own DD and stufy tonight...thoughts...please chime in....