Lots of reasons to criticize Apple's actions. I'm referring to knee-jerk reactions by non-serious analysts.
@sarenberg @drdrang street reaction is reasonable. Apple post-Jobs has managed expectations poorly.
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@monkbent Not sure it has to do with managing expectations. Street killed AAPL for not introducing cheap phone. Apple not playing that game. -
@sarenberg Street expected $450 -
@monkbent Right. I'm just amused that Street got pissy when Apple didn't deliver that price. Icahn bought shares today. Good investment IMO.
End of conversation
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