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Technology Stocks : Apple Inc.

AAPL 258.33

-0.6%

3:59 PM EST

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To: Dave Budde who wrote (54747)	7/20/2006 3:27:51 PM
From: Lizzie Tudor	Read Replies (3) of 213182

I agree ipods are not recession proof. Macs are though, because Macs are the product sitting on the crest of the huge market, not ipods. So that means if IPODS fall of then mac has to make up for it. I don't think many apple watchers really understand the magnitude of the real computer market. As oppenheimer said last quarter, a 1% market share gain for apple = 2 billion to the top line. Its actually better than that because Apple stores and associated products are very strong as opposed to HP etc.- meaning the chance that somebody buys an apple keyboard or wireless is pretty high vs. an HP branded periph. But anyway take the 2 billion to 1% market share gain to be safe. Apple shipped over 10% of laptops shipped in June. Thats the potential that Macs will probably reach in the next few quarters. What Oppenheimer didn't point out is that Apple didn't RECOGNIZE REVENUE on all of those laptops yet because they did not sell through. They were build and shipped - for the most part already sold- but not recognized. This is the same with google. A huge market of 700 billion per year for advertising and google bringing in around 12 billion. Its the kind of opportunity that excites the analysts and pros.

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