Dueling headlines

SF Chron:

Sales of new homes surged in April by the biggest amount in 14 years.

SF Chron:

Luxury homebuilder Toll Brothers Inc. said Thursday its fiscal second-quarter profit fell sharply, as the company took hefty charges to write down property values amid continued weakness in the housing market.

Does Apple need to be bigger than IBM?

I am not sure how an Apple stock price run up can be good except for short-term shareholder value. Bigger does not mean better. As much as I believe in Apple’s product development and release cycle, getting expectations out of whack will lead to this:

and this.