Cody Willard is the manager of a hedge fund and the author of the Telecom Connection, an investment newsletter. He is also a headliner on TheStreet.com, writes for Razor Magazine, VON Magazine and the Financial Times, is a frequent featured guest on CNBC and has been quoted in many publications, including the New York Post and the Hollywood Reporter.
Willard writes for TheStreet.com, “with Apple having blown by Oracle in market cap already, I wonder how much longer before it catches Cisco. Then Intel. Then Microsoft? Let me go ahead and be the one to throw it out there first: I wouldn’t be shocked to see Apple more valuable than Microsoft sometime in 2007. What a mind-blowing thing to think to ponder.”
“Apple’s market cap has gone from $6 billion to $60 billion in the past two and a half years. Can it keep running? If the company delivers the growth it looks like it will: heck yes it can keep running. I’m sticking with it, although I have trimmed the exposure in the past few weeks, as I’ve noted on the site.”
Full article (subscription required) here.
[Thanks to MacDailyNews reader “jalex” for the heads up.]
MacDailyNews Note: Apple’s market value is currently $59,888,758,930, thanks to recent profit-taking. Dell’s, for one example we’re keeping a very close eye on in relation to Apple for obvious reasons, is currently $78,182,273,298. Microsoft’s current market value stands at $287,850,410,220.
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