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Technology Stocks : Apple Inc.
AAPL 259.48+0.5%Jan 30 9:30 AM EST
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To: Don Green who wrote (54501)7/15/2006 1:34:07 AM
From: aaplfan  Read Replies (1) of 213183
 
Without new and improved Ipods, the thrill is gone for Apple.

While there are a number of folks who see this as the case, I'm not one of them. True, iPod is the reason virtually everyone today knows about Apple and what has propelled the stock to date.

Before the Intel move, I would have agreed that iPod was the end of the story as Apple's customer base for computers was fairly static. Post the Intel move, the story can shift to computers in a very big way... Apple has just increased it's potential customer base by an order of magnitude and it only needs to sell to a fraction of that customer base to have a huge impact on revenue and profit. A continued push on a number of fronts is going to be what keeps Apple in everyone's mind including (in fact, especially) computers and will be what further propels the stock. As popular as the iPod has become, if I thought that was the end of the story, I'd be out of the stock as it won't get much farther than it has on iPod alone.

They may be back in the distant future, but there are many other more important things on their minds than computers which aren't a high priority right now.

That's only because the only choice most people are aware of they find necessary but uninteresting. Sure, there are many folks that are very satisfied with their Windows-based computers and the companies that build them. That number is significantly less than 90% of the market IMO.

In other words there isn't any rocket fuel to propel Apple higher . It is about trying to slow or stop the decline.

You may be right. I'm betting you're not. We'll both know soon enough who wins the argument ;-)
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