GO
Loading...

No.1 - Microsoft vs. Apple

Next week is all about Apple (AAPL) and Microsoft (MSFT), as both tech behemoths report earnings Wednesday and Thursday, respectively.

Apple has lost some of its halo in the last month amid concerns that the iPhone won’t live up to expectations. Meanwhile, Microsoft is the stock that time forgot - barely budging in five years. What is the tech trade ahead of these two monster reports?

OptionMonster Pete Najarian fills in today for Tim Strazzini.

Jeff Macke is seeing some signs of life in PCs today. One report said there was 10.9% growth in global PC shipments in the first quarter, which is a huge number, he says. “We’ve been waiting for a PC revivial for so long that people might be missing it now that it’s finally here.”

Eric Bolling is encouraged by the trend of CEOs buying back shares. He recommends Hewlett-Packard (HPQ) in the space because it’s a printer, software and data storage company.

Jeff Macke agrees, calling HP a “raging buy” because of the amount of business it does overseas.

Even Eric, who is a buyer of Apple, likes Hewlett-Packard here.

But Pete Najarian doesn’t think HP – or Microsoft for that matter – are going anywhere anytime soon. But if Apple computer sales goes up just 1%, he thinks that will take the stock to $110.

Questions? Comments? fastmoney@cnbc.com

Trader disclosure:
On APR 20, 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders:
Bolling owns (SZE), (VE), Gold, Silver, Corn, Is Short Soybeans
Najarian owns (IBN), (PEP)

Contact Fast Money

  • Showtimes

    Halftime Report - Weekdays 12p ET
    Fast Money - Weekdays 5p ET

Halftime Report

  • Bill Nygren, Oakmark Fund, explains why Apache, Bank of America and Google will be winners in 2015.

  • Nick Tiller, Sustainable America founder and chairman, tells CNBC's Kate Kelly oil prices are poised for a tradable rally. Tiller likes the Brent ETF and energy sector.

  • Discussing interesting trends contributing to the market's rally into year's end, with the FMHR trader Josh Brown and Dan Greenhaus, BTIG.