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Technology Stocks : Apple Inc.

AAPL 259.35

+0.1%

Jan 9 9:30 AM EST

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To: Cogito who wrote (63588)	4/25/2007 4:54:54 PM
From: Lizzie Tudor	of 213181

yeah the macbook growth is impressive. What analysts are looking for, is a way to tell if macbook is making inroads into corporate purchasing, even a little. The fact that macbook sales are so much higher this qtr than last (Xmas) indicates some of this is corporate because spring is not a back to school or holiday consumer qtr (although a lot of gift buying occurs in Jan). If analysts conclude that apple is taking even a few % of the corporate market owned by dell/wintel, then apple can rise significantly from here. I am going to have to look at the Apple store breakdown and other data from the call to see where these purchases are coming from. TIM BAJARIN, PRESIDENT, CREATIVE STRATEGIES "The interesting thing is this particular quarter is usually the slowest in the PC industry. What it really says is Apple continues to garner much greater attention in the personal computer market. They're attracting customers who used to be PC customers. As a result we're seeing really strong growth for Apple." (Reporting by Kenneth Li)

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