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To: aaplAnnie who wrote (132960)	5/4/2012 1:59:56 PM
From: Cogito	4 Recommendations of 154273

geeeze! What is going on? We seem to be in free fall. Is there a bottom? There's a lot of fear out there, and a lot of negative reporting about Apple. This usually follows a big move upward. People get nosebleeds from the altitude, and then start to worry about every little thing. I'm getting deja vu, reading some of the articles (from Android fans) about how fabulous the Galaxy SIII is, how stale iOS 5 looks, etc. Then there are the stories that say "Apple's next report has to be perfect," blah, blah, blah. When has that not been true? I think it's notable that the tablet market in general contracted quite a bit in the first quarter, while Apple increased its share again. Also, the iPhone 4S launched on another carrier in China toward the end of March, so there should still be good momentum there in this quarter. What I'm saying is that amid all the anxious chatter, I'm also seeing reasons to be calm and confident. Obviously, it's hard to maintain that confidence, sometimes, when recent momentum buyers are freaking out. But maybe this will help: Year to date, the stock is still up 150 points or so, even with this recent correction. And take a look at six-month and 1-year charts.

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To: aaplAnnie who wrote (132960)	5/4/2012 2:39:11 PM
From: Doren	4 Recommendations of 154273

> free fall I don't think this is THAT unusual given the amazing rise we've seen. This is a 2 year log chart: Its not like this hasn't happened before. The chart below is a 5 year log chart. Obviously the stock crash changed things, but for the past 3 years this has happened pretty regularly. The chart at the bottom is linear. I think we longs can't complain much. Apple has always struggled against perception, eventually P/E compression makes even the worst doubters throw in the towel and buy the stock because to not do so would be insane. Apple still seems to be raking in money so even if they don't exceed expectations the P/E will continue to compress. Yahoo says the current P/E is 13.8, take out 100B in cash and the P/E is 11.2, pretty absurd considering AMZN's P/E is 185, they make virtually no profit, have no proprietary technology, and have Walmart right around the corner with a website ready to take a substantial portion of their business. I will say that if there is no iPhone 5 in June we will probably see more pressure, but by Xmas we will probably see investors coming to their senses. Almost exactly like last year. And China is the largest consumer of SUVs and loves Apple technology.

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To: Win-Lose-Draw who wrote (132978)	5/4/2012 3:03:11 PM
From: Doren	1 Recommendation of 154273

openstreetmaps has one advantage over googlemaps that I can see, they post accurate addresses. That is somewhat helpful googlemaps advantages: - street view - totally essential to me - AMAZING how many streets are included - get directions - particularly using the street view part of get directions - essential - terrain view - very useful - satellite view - very useful - photos - very useful - particularly in areas where street view is not available - business building outlines on regular view - traffic - somewhat helpful, more helpful when I have a smart phone - bicycle and mass transit routes - getting more helpful - 45 degree view and earth is not helpful to me but may be to others I cannot see how Apple could afford to not include googlemaps. If I could not use googlemaps on an iPhone the way I use it now I would not buy an iPhone. I cannot see how Apple could amass the types of databases google has amassed, particularly street view data. The would have to outfit thousands of cars and hire thousands of people just as google has done. It would take them some time. Took a trip to this area last week. Could not have planned it without googlemaps. Essential.

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