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View Full Version : What tech company will be next to blow up?


Valuist
07-21-2008, 08:48 PM
We've already seen RIMM, then MSFT and Google. Today, its the "beloved" AAPL. All have been taken out back and shot.

My guess? AMZN. They still trade at a multiple that's too high and with the perfect storm of housing collapse, credit crisis and $130/barrel oil hitting consumers NOBODY should be surprised when they say the guidance for the rest of 2008 flat out sucks. After last Xmas, AMZN was arguably the easiest short in the entire market. The only surprise was it didn't go down even further, but like they say, patience is a virtue.

Boris
07-21-2008, 11:58 PM
Symantec - COO pissed off the channel last week about their desire to sell direct to largest customers. While they have back peddled like Michael Jackson when he was black, the channel has little tolerance for getting the shaft from manufacturers. The reseller influences many sales in this space.

chickenhead
07-22-2008, 01:06 AM
you could pretty much short AAPL going into every earnings announcement. They consistently guide below the prior quarters #'s, they consistently sell off based on that glum outlook, and they consistently beat expectations by a wide margin.

juanepstein
07-22-2008, 02:15 AM
main producers of solar panels.

been seeing alot of companies pushing quick and easy installs on tv. also alot of states are setting people up for free or paying most of the installs.

this stuff is gonna blow up.

Valuist
07-22-2008, 09:00 PM
I guess Sandisk would have to be the NEXT tech company that blew up. Down 24% today. Euro wireless company Vodaphone gave it the good college try, getting over a 10% haircut today.