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 Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: Thomas Mercer-Hursh who wrote (2854)8/1/2011 5:23:06 PM
From: slacker711Read Replies (1) of 2937
 
What is that new product this time? What if they just can't think of one?


I have been guessing televisions for quite a while and the rumors are starting that this may be the case. It is certainly one of the very few markets that is large enough to move the revenue needle for Apple.


I'm hardly ready to start shorting APPL, but it seems to me that the valuation is very, very high and doesn't take these risks into account.


The capitalization is certainly gigantic. The valuation? What metrics do you think are very very high?


Slacker
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