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Technology Stocks : Apple Inc.

AAPL 274.84

+0.4%

10:35 AM EST

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To: bentway who wrote (46020)	7/17/2005 1:20:57 PM
From: Gary Martin	Read Replies (1) of 213177

Hi Chris...Since you seem to think longer term (based on your last post), I wanted to write and ask if you know why there hasn't been any discussion (that I can find) on this thread about the June 27th article about the I Pod business in Barron's? I'd love to hear confirming or counter arguments to it. Bill Alpert's article listed reasons why the telcos could eventually dominate the portable music segment of the business by putting larger memory into their cell phones. Doesn't that sound like a legitimate threat to Apple and the I-Pod? (Wouldn't all-in-one bundled units with phone, video and music memory appeal to many who want to reduce the number of gadgets they carry?) I understand the enthusiasm for AAPL after the excellent results they just posted, but what about 2006 and 2007? The article even lists major music companies who won't play ball with Apple and have chosen non-compatible formats for the music they publish. It's certain that Apple will innovate and continue to manufacture fine products, but as an investor/speculator all I care about is the share price. It sound's like the I-Pod could be "marginalized" as claimed by some of the upcoming competitors? I remember AAPL in the stratosphere and in the single digits as well. Which extreme, if any, might we be seeing now? (And please, no hate mail from I-Pod or AAPL enthusiasts. Everything goes in cycles no matter how wonderful things look. Sound investing means looking ahead even if unpleasant ideas might arise. Thanks.) Gary

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