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Technology Stocks : Apple Inc.

AAPL 269.96

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3:59 PM EST

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To: Cogito who wrote (54433)	7/13/2006 8:33:15 AM
From: slacker711	Read Replies (2) of 213184

If there is any kind of delay in new iPods, it will push out earnings increases by only one quarter. That depends quite a bit on what the competition is doing during the delay. The Microsoft Zune looks like it is for real, and while we will need to wait for some specs/pictures, there is no doubt that it is going to grab quite a bit of attention in the PMP space. The numbers from the cellphone manufacturers are also starting to get big....Sony Ericsson announced today that they sold close to 4 million Walkman handsets this quarter. This is before the launch of the W950 which has a 4GB embedded NAND drive (supposed to be this month). Apple is going to have continue to out innovate the competition....and while you might see that as a given, I would like to see some actual product. If the delay is correct, it will be over a year between new iPods. That is way too long in the consumer electronics space. Slacker

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