I'm getting pretty excited about the iwatch. Basic iPhone alert/info display, possible siri interface, fitbit on steroids (motion tracking, heart rate, oxygen rate, glucose meter), built in solar trickle charging for ridiculous battery life, self orienting display, who knows, authentication, maybe even dick tracy style facetime calls.
Irrational sentiment is annoying, but it's going to shift eventually. At certain point the p/e will become so compressed that no rational person will be able to ignore it. When that moment of clarity comes, look out. We're going to blast off to another totally irrational high.
Would be nice if Apple could just have a stable value relative to the success and profitability of its business.
There's certainly a good debate about what data should be available to advertisers. What's most interesting to me about this article is this list: Makes me VERY excited for the launch iwatch. They're not just putting a screen on your wrist. They're going all out with sensors... they didn't make the M7 just to track gyro and accelerometers.