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Technology Stocks : Apple Inc.

AAPL 262.22

-1.9%

Jan 6 3:59 PM EST

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To: Cogito who wrote (45999)	7/16/2005 1:46:25 PM
From: Win-Lose-Draw	Read Replies (1) of 213180

The "time delay factor" keeps stretching out further and further. Used to be "they'll buy next quarter", now it's out to "they'll buy next year". Apple is recovering nicely from a terrible hole it dug for itself a few years back. As yet, I'm with Orion, there is no evidence at all for a halo effect yesterday, today or tomorrow. For me the important Q now is (calendar) Q4. If Apple's resurgence is genuine, CPU sales should blow away the ~1.5M from the same period Q5. If that happens - then, finally, maybe we got something. Re: PMacs. They are far to slow and expensive for the "quality product" they purport to be. From I/O to graphics to etc etc etc. And the abysmal sales confirm this: they are selling at less than a 1/3 the rate they were selling at just a few years ago. No other product in Apple's lineup is in more dire need of the upcoming MacTel revamp: the upside is no product will show a more dramatic improvement.

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