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Technology Stocks : Apple Inc.
AAPL 259.48+0.5%Jan 30 9:30 AM EST
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From: Keith Feral10/8/2007 1:08:26 PM
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Apple's impact on Intel. After going through all of the improved outlooks for Mac vs. PC, I think it gives Intel a much better opportunity to regain market share that has been lost to companies like AMD in the PC market. If they are capturing 100% of the processor market for new Macs, they should have great visibility for the next year. Consequently, I doubled my Intel position today.
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