It could be Adobe. They've dumped Flash. They've embracing the iPad and released some truly innovative apps. Despite the historical rift between them and Apple, their tools are still the go-to suite for virtually every app created for iOS, and a strong contender when users seek alternatives to Apple's offerings like the Final Cut Pro X thing. Then there's this:
"I'm dying to do a blog on ADBE stock but can't do so now (we're in a quiet period). Maybe Monday, after earnings."
"I'm dying to do a blog on ADBE stock but can't do so now (we're in a quiet period). Maybe Monday, after earnings."
https://twitter.com/#!/kasthomas/status/180773095903207425
And the tweet right before that one:
"AAPL still cheap at $585. If you believe in next year's earnings == $50/share and a P/E multiple of 15, the stock should be at 750."
https://twitter.com/#!/kasthomas/status/180772911911682048