RECENT POSTS
- Your First Move For Monday April 20th
- Web Extra: Favorite Week Ahead Trades
- The Fast Money Misfires – Friday April 17th
- The Latest Picks That Paid – Friday April 17th
- The First 20 Years
- Pops & Drops: US Steel, Microsoft...
- Tomorrow's Playbook: The Earnings Deluge
- CNBC’s 20th Anniversary w/ Nasdaq OMX CEO Bob Greifeld
FAST MONEY FEATURES
FAST MONEY POLLGet in the post game. Respond to our "Question of the Day" right now.
TRADER RADAR Which stock should be on your screen? Follow the clues to solve this puzzle.
TRADE SCHOOLGrab a pencil because school is in session and the Fast Money traders are teaching class.
FAST MONEY PODCASTSDownload Fast Money onto your MP3 Player.
FAST MONEY WIDGETGrab this all-in-one application and get recaps of the show sent right to your desktop or blog.
SHOP FOR FAST MONEY MERCHANDISEGet your game on with Fast Money gear.
FAST MONEY PHOTOS!Check out our scrapbook. These "pix" are guaranteed winners.
NEWSLETTERSign up and receive a recap email every Friday after the show!
FAST MONEY MOBILE ALERTSGet advanced information about the next Fast Money.
Text Size 
 |
Investors are keeping their eye on two big catalysts in tech -- one involves Steve Jobs and the other Michael Dell.
What’s the trade?
Apple [AAPL
Loading...
()
]
Investors aren’t sure what to make of the one-hour annual meeting held Wednesday at the firm's headquarters in Cupertino, California. Apple executives assured the crowd that CEO Steve Jobs remains deeply involved in company decisions despite ceding control over operations.
| ||
However those same executives declined to answer questions about reports the SEC was examining Apple's conduct in disclosing Jobs' health problems. Jobs announced in January that he would take a five-month leave of absence, handing over the reins of the firm and saying his health problems were "more complex" than originally thought.
"Nothing has changed" since that announcement, co-lead director Arthur Levinson said in response to shareholders' questions at the firm's headquarters in Cupertino, California.
Legal experts say Apple could face lawsuits over its health-related disclosures -- or lack thereof -- although that part of the law is seen as something of a gray area.
In 2004, Jobs was treated for a rare type of pancreatic cancer. He appeared gaunt at an Apple event in June 2008, touching off speculation that his cancer had returned. The company has not managed to completely quash that speculation.
What's the trade?
Investors are very nervous about this stock, but I think Apple is a growth stock on the cheap, counsels Sanford Bernstein analyst Toni Sacconaghi. You can buy Apple for about 7 or 8 times cash flow and I think it’s a preeminent growth franchise.
-------------------
Michael Dell, and his PC firm of the same name, will release quarterly results after the market closes Thursday. As you may know the iconic Dell has been trying to recapture some of the style and edginess that Dell used to enjoy in the 1990's.
| ||
But that's pretty hard to do considering the last three months of 2008 were the worst in about six years for the PC industry.
According to IDC, a technology research group, computer shipments declined in the quarter for the first time since 2002 as consumers and businesses curbed technology spending.
Fourth-quarter reports from other major technology companies including Hewlett-Packard and Intel underscored the grim conditions for the sector.
What’s the trade? (Click below to continue)
Data is a real-time snapshot *Data is delayed at least 15 minutes