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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (12211)	3/25/2001 2:09:54 PM
From: TimbaBear	Respond to of 78625

Paul, added to my position on AAPL on Friday. It is not a NetNet, but I believe it's size, cadre of loyal users, new operating system(OS-X), inventory reduction efforts over the last 6 months, and current price levels offer a reasonable margin of safety. I'm in this time at 22 5/8. From a technical perspective, the 10DMA has crossed the 200DMA to the upside, and the price has exhibited a long rounded-bottom basing pattern which it appears to be ready to break out of to the upside. I equate Apple users to Harley riders. A small portion of the overall population that loves the product and are loyal beyond expectations. To me, this constitutes another type of "barrier to entry" and, in the box makers, I just haven't seen any other brand loyalty that is as intense. Timba.