Answers I Really Wanna Know: Apple's Handheld Computer

Posted Jun 10th 2008 2:39PM by Todd Harrison
Filed under: Apple Inc (AAPL), Gannett Co (GCI), Sun Microsystems (JAVA), Lehman Br Holdings (LEH)

Minyanville's top dog, Todd Harrison, dares to ask in public what Wall Street types quietly consider in private. For more insight and ideas, visit www.Minyanville.com.

If the next generation Apple (AAPL) iPhone is effectively a handheld computer, is the personal computer space a place to poke on the short side?

What's the franchise value for Sun Microsystems (SUNW, er, JAVA)?
Maybe that's the problem. In this ADD, immediate gratification world, perhaps folks don't remember that JAVA used to be SUNW?

Woah. Nelly?

Given that funky looking Gold Fields (GFI) chart, should I stress that I'm playing name through defined risk calls?

In addition to the note that when I unwind my short crude I'm goning to sneak out of my long metal play, too?
While I grabbed some tertiary financial exposure this morning, why is "Good traders know how to make money while great traders know how to take a loss" repeating in my keppe as I watch the action and overhang in Lehman (LEH)?
Speaking of ticker symbols with G's in the front and I's behind, when do I revisit Gannett (GCI), which I pared nicely above $30 and kept some for the thesis?