Sam: comments
Don't see anything particularly appealing with the new iMac or understand why anyone would prefer one to a laptop.
If you don't see anything appealing about the new iMac, that's one thing. But it seems clear that a lot of people do. I don't think it matters at all whether one might prefer it to a laptop, since it's not a laptop, and since Apple already has the best laptops on the planet, and so has no need to convert laptop buyers to the new iMacs. The new iMac is a consumer desktop, and a very excellent one, particularly at the top end where its combination of features can't be matched at that price by any competitor. I will buy one, myself, for reasons previously stated:
Message 16873362
In the absence of any meaningful design improvement, I go with the "sell on product introduction" strategy that has worked so well with AAPL over the years.
Your comment that this new iMac does not represent a "meaningful design improvement" is subjective, as you should understand. Many disagree with it. Going with the "sell on news" strategy may indeed work out for you ... I was tempted to do so myself. One reason I didn't is that it seemed obvious, and smart money sometimes takes advantage of what seems "obvious". But not all the news is out, either, and one piece of news Steve released strongly suggested that good news is ahead of us: 125K iPods have been sold to date. That bodes well for last quarter's financial results, which might possibly blow away expectations, which are very low. We'll know more next week. In any case, since AAPL has only dropped a single point since yesterday's high (which predated the keynote), it could well be argued (and I believe the argument) that right now the "sell on news" crowd is slugging it out in earnest with the "buy on outperform rumor" crowd.
Good volume today, hmmmmm?
Buona fortuna |
