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Strategies & Market Trends : Befriend the Trend Trading

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To: Moominoid who wrote (38168)	10/11/2005 5:24:16 PM
From: Dr. Stoxx	of 39683

17:21 AAPL Apple Computer on Conference Call II -Update- Nano product constraint: says were able to ship over 1 mln nanos in 17 days left, but says still short of demand; says 'demand is staggering'; not able to say when supply will meet demand... co says have factored in nano demand into the $4.7 bln guidance... D ram and LCD panel pricing were more favorable than we had anticipated; expects DRAM favorable pricing environment to continue; says hard drives are declining but less than historical trends; LCD pricing have temporarily stabilized... 'clearly alot of macro issues which put the consumer at risk going into the December quarter. I don't think we have seen much evidence of that really impacting demand'

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