Let me just say from the very outset: any other publicly traded company would kill for growth like this, products like these, customers like those who can't seem to snap up Apple gear fast enough. But Apple is hardly just "any other publicly traded company," and, like it or not, the company is different -- so investors "think different" when it comes to Apple.
Amazon shares started last quarter right at $100 a share, and since then, it's been all downhill from there. Frustrated investors will be looking for guidance from the company later today that the slide is over, and that the company is poised for a strong, back half of 2008. But that's a tall order for Amazon's executives.
Looking at Yahoo's first quarter earnings, you gotta wonder why this company can report so strongly, and what magic bullet it employed during the quarter that apparently eluded management over the past two years.