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Technology Stocks : Apple Inc.

AAPL 260.29

+0.1%

10:39 AM EST

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To: David Bogdanoff who wrote (56373)	8/27/2006 6:59:08 PM
From: Lizzie Tudor	Read Replies (1) of 213182

well, I posted about the random shutdown, and I don't know if apple has a fix for it or not.... but what I think is not in the stock is the large market share apple is taking as of this moment not just for laptops but for desktops also. If analysts were predicting apple with a 10% share or 5 million macs per quarter, which seems VERY DOABLE to me based on the distributors I am watching (not this qtr but in the next few) then the random shutdown might be meaningful to apples stock price. Of course by the time the big numbers came down there would be a fix if not one already. But analysts are NOT modelling anywhere near the number of mac sales apple is doing now except for Munster who is cautiously optimistic. I also think the Zune is in apple stock as a threat. And it isn't a threat. Bottom line I think apple stock has a lot of negatives built in that are not coming to fruition 1)ipod losing share to zune 2)ipod sales dramatically declining 3)PC price war killing mac sales 4) Mac further marginalized as a platform 5)no adobe killing mac None of this is happening. Where the RSD issue fits into this, I don't know, not significantly for sure

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