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My column this week on +CNET  Why Silicon Valley and Wall Street feel like they're from different planets (and why they really aren't):
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Dithmar Dennis's profile photoJames Wester's profile photoAlan Perdana's profile photo
 
That was how I felt for a long time. But then I started to read most of the analysis behind the reactions, and concluded that it's not the brokers who doesn't understand the tech-world. They do actually. But they look at a lot of other parameters aswell, that are crucial to business. And by the end of the day, the most important factor is expectations. The reason Apple skyrocketed in the stock market, was because they kept on exceeding expectations. This time they didn't meet their expectations. So the stock fell. It is not as simple as a sportsgame, the way most techies and fanboys sees it...
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