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Technology Stocks : Apple Inc.

AAPL 259.35

+0.1%

Jan 9 9:30 AM EST

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To: Don Green who wrote (43137)	2/12/2005 5:44:23 PM
From: Cogito	of 213181

>>So far Jobs isn’t say and we all know he will be the first to claim this success. << Don - That's not something we all know. That is only something you assume. Apple did point out in their last conference call that their CPU unit sales had grown at a faster rate than that of the industry at large. Since all the data were not yet in, they couldn't make a definitive claim about increased market share at that time. They just pointed out the facts and allowed people to draw their own conclusions. Given the fact that exact market share numbers are hard to come by (note that the two major sources of this information usually disagree), I don't believe Steve Jobs would ever make a big announcement about small changes. I think it is clear from the most recent numbers that Apple did slightly increase their share for the last quarter. But of course, one quarter does not prove a trend is in place. We'll have to see what happens over the course of the year. Apple doesn't have to drastically increase their share to have an profitable business. They do have to stop losing share, though. I believe they have passed the bottom, but am waiting for more data to confirm that. - Allen

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