I absolutely do not trust Steve Jobs and his team and have history in my pocket to prove it.
In your "8-10 year history of trading this name," at no time was Steve Jobs running the company until recently. With Apple's efforts to cut inventory levels, why would they stuff the channels and make this number shoot skyward? Answer is, they wouldn't.
Your supposed "facts" are the Apple of old. Apple itself has stated they wish to move toward the Dell model, your dubious comments notwithstanding. I can believe there are certain low-traffic CompUSA outlets and other retailers carrying iMacs that have extras in inventory, but I believe this to be the exception, not the rule. I ordered an iMac today from MacMall for my mother, and the sales guy sounded surprised when they actually had them in stock. That gave me the impression they've frequently been out of stock on the iMac. No sales problem there. Apple's biggest problem as I can see it is their inability to make enough PowerBooks and desktop and minitower G3s, not an oversupply of the iMac.
I don't know who the hell you are, but you have no history on this thread, and I'm sorry you've decided to introduce yourself in such a poor manner with these unsubstantiated claims. I find it hard to believe you have that many contacts at Apple's "largest retail accounts" and are given this inventory information simply at your request. You come off as a troll with a big short position in AAPL to feed, despite your protests to the contrary. Good luck. |
