For months and months NASDAQ’s “Analysts Recommendations” (a group of 16-18 analyst firms) for Apple Computer (AAPL) looked like this:
Strong Buy – 0
Buy – 1
Hold – 15
Underperform – 0
Sell – 1
Then a week before Jobs Macworld keynote, we reported that we had finally noticed movement on the analyst recommendations:
Strong Buy – 1
Buy – 1
Hold – 14
Underperform – 0
Sell – 1
On January 14th, in advance of Apple’s earning announcement, we reported another marked shift in the analyst recommendations for AAPL. That chart looked like this:
Strong Buy – 2
Buy – 2
Hold – 12
Underperform – 0
Sell – 1
Then on January 21, 2004, the chart reflected 18 analyst firm recommendations:
Strong Buy – 2
Buy – 3
Hold – 12
Underperform – 0
Sell – 1
Today, the chart has changed again:
Strong Buy – 3
Buy – 3
Hold – 9
Underperform – 0
Sell – 1
A positive trend for Jobs & Co. We continue to stick by our multiple-choice theory that the unnamed analyst firm still insisting on recommending “Sell” is either defunct, subject of a probe by the Attorney General, or is a victim of the ever-popular condition known as “high on crack.”
However, a new hypothesis circulating in the halls of MDN is that the firm advocating a “Sell” on Apple has been unable to email their “Strong Buy” recommendation to NASDAQ for months since their Windows boxes are “all Bagled up.”
View the latest chart here.
[MDN Note: the firm recommending the “Sell” on APPL, is Smith Barney which has plenty of its own pressing problems recently. The official Smith Barney reason for their “Sell” recommendation on AAPL (instituted on 9/15/2003) is “recent share price strength,” but we still like our theories better.
I say buy and hold, we haven’t see the other half of Apples profitable product line hit the stores yet.
Yep, the G5 Powerbooks. The demand for those is pent-up, intense, but controled. Get your credit cards ready.
Then I think old Stevie boy is going to surprise us with the world’s fastest supercomputer this month.
All those X-serves finally shipping went to VT and “other” places who demanded their servers first. cough * uncle sammy boy. * cough.
I will not revel my sources,
But you can start Folding here and help push Mac’s more into scientists eyes around the world. And cure disease as well. Easy application all automatic.
From iPods to supercomputers; hardware, operating systems, server systems, and public friendly aps; all user-friendly; all very secure; all seamlessly integrated. Who else does all of that, and does it so well?
The world worries about the collapse of Microsoft under the weight of its immense crapware. Sadly, too few can see there is a soft place to land at Apple, and thus they panic.
The Xserves did not go to VT – they want the Dual 2 XServe to replace the Dual 2 Desktop – nad will have to wait until April.
I don’t believe that the dual G5 Xserves are shipping yet, Sailfish. And VT needs the dual G5 version to legitimately replace their Dual G5/2.0 PowerMacs. I suppose that it is possible that Apple is producing some of them for VT now, but has not yet announced commercial shipments.
It’s too bad that the Xserves aren’t offered in a dual 2.5+ GHz version – does it have something to do with heat dissipation? It would be nice to kick up the Big Mac teraflops even higher – will the replacement of PM’s with Xserves significantly boost performance because of tighter packaging/shorter cabling, and similar factors? I hope that VT and Apple have some plans to add some more nodes to that cluster beyond the original 1100 or so. It would be nice to maintain relative position in supercomputer cluster performance, or even advance to second.
I agree that G5 Powerbooks should produce a big sales spike
Wierd thing is when Apple makes major announcements usually the stock price goes down for a while and then starts climbing.