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Strategies & Market Trends : Ask Vendit Off-Topic Questions

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To: Jill who wrote (6105)	3/14/2005 7:34:12 AM
From: Walkingshadow	Read Replies (3) of 8752

More AAPL... Looks like the pre-earnings jockeying that has become something of a tradition with AAPL has started. AAPL reports April 13. JPM starts off the maneuvers: =============================== AAPL Apple Computer: Competitive Concerns Overdone, Raising Estimates -- JP Morgan JP Morgan out in defense of Apple saying their checks reveal that the co continues to experience strong momentum across all of its product lines and the co's overall performance is apparently defying normal seasonal pressures in the MarQ. Second, they believe the market continues to underestimate the potential operating leverage from Apple's evolving business model. In terms of iPod shipments, the early and somewhat surprising momentum of the iPod Shuffle appears to be the most notable contributor. On the CPU side, continued evidence of "Halo Effect" and a resurgence in high-end laptop momentum from Powerbook refresh represent notable sources of upside potential. Firm raising MarQ estimates, now looking for EPS of $0.24 on revenues of $3.23 bln, versus $0.23 and $3.17 bln previously (Multex consensus $0.22/$3.07 bln). Believes considerable room remains for stock outperformance.

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