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Technology Stocks : Apple Inc.

AAPL 260.51

+2.0%

11:34 AM EST

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To: OrionX who wrote (50825)	2/3/2006 4:24:47 PM
From: Doren	Read Replies (1) of 213182

OrionX Doren, so why release these Intel computers so early? If Apple would have announce that it was going to release Intel Macs in 6 months buyers would have dried up. So what they did was imply the Intel Macs were 1 - 1.5 years off. That gave buyers the impression that the transition was too far off for them to wait, which gave Apple a chance to sell their current inventory. It also partially negated a potentially disasterous sales drop off. You have to hand it to Apple for that. If you look supplies of iMac G5s are almost sold out. In a couple of weeks Intel iMacs will be all that's available. Books will soon follow. It was a ploy. How much sales are they going to get knowing the lack of available professional applications? Professionals are less likely to buy an iMac of course so those sales were the least affected. The Powerbooks have been behind the power curve for so long that professional were squirming for faster books. PPC apps will run almost as fast under Rosetta. However there will be some slack which will be taken up when Adobe starts releasing stuff which should correspond to just about when the MacBooks get new even faster chips. Desktop sales are slightly different. Professionals who use Desktop workstations are stretching out the lives of their workstations, because they knew they'd have to change over a lot of essential software and gear, so those sales are depressed but not gone. Professionals who've HAD to buy now are going to be stretching out the lives of their new G5s too, especially Quad buyers. However Professionals usually have more wiggle room to buy new computers due to the Box/Wage cost ratio. So when the new Adobe suite (which will be unavailable for PPC) arrives, along with Intel Macs that are as faster than all but the Quad G5s there will be an initial rush followed by a gradual changeover. One would hope there will be a lot of new clients for Intel Macs at that time drawn from people who are hating Microsoft crap. Double those sales at least if the dual boot problem is solved (hence 200 stock price). Apple will probably unvail it's living room hub strategy machines at that time too (hence 200 stock price). I wasn't the only one to mention that they planned all along to jump the gun. I know there were at least two of us who guessed.

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