Tuesday, February 19, 2008

Post Two (it happens)

Businessweak has a thing on Apple's supposed troubles today. Don't bother. It's a rehash.

Apple's stock is down because fund managers don't know what the hell they're doing. If they did, they wouldn't need the "Lipper Average." Y'know the one you hear about all the funds beating on those inane TV ads? Hogwash. Tell me 75% of your funds beat the S&P 500. That, boys and girls, would mean - Beating the Market. The Lipper Average is moonshine.

I'll bet half a jar of crunchy peanut butter, most of those funds that "beat the Lipper Average" bought Apple on momentum in the $160+ range and unloaded a big pile in the $140 range on the way down. Now they're scared to buy back in because they got bit in the ass by bad advice from hacks and analysts.

Ennyhoo, that isn't why there's a second post. This post is motivated by another story in the same rag. This story covers the new Lenovo X300 and compares it to the MacBookAir Jordan.

A few points of comparison between the Lenovo and the MBAJ:

X300 advantages: more ports, optical drive, GPS.

X300 disadvantages: More spendy (entry level $3k), heavier, thicker, slower processor; The X300 is not wicked-ass cool, either – a major downer.

If you get it without the optical drive it's nominally lighter than an MBAJ (2.9 lbs), but it still has a 1.2 GHz processor. The entry level MBAJ has 1.6 GHz processors for several hundred dollars less.

My math says: More lettuce at the cashier for bigger, heavier, slower, frumpy/dowdy/ordinary Windows kit, and a DVD drive. 


Starbucks Sumatra blend, if you make it one cup at a time, is damn good. I think I'll have another.

Note: This exhausts the research budget for the month of February, uses up the unused portion from January, and eats deeply into March's allotment. Check, please.