@anandabits @eric_perlberg you can't just wave away the fact you aren't making the bear case. Confirmation bias
@anandabits @fpgeek @eric_perlberg so are you an Apple bear?
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@monkbent@fpgeek@eric_perlberg not at all. Apple is way undervalued unless you assume the business collapses. -
@anandabits@fpgeek@eric_perlberg no, it's not. Business as-is = ~450-550. A target above that assumes new cateogry. -
@monkbent@fpgeek@eric_perlberg disagree. Look at cash and current earnings. Icahn has the right idea here.
End of conversation
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