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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (31699)	1/8/2002 12:39:47 PM
From: OX	Read Replies (1) \| Respond to of 213177

fwiw, I agree w/ your view of the new iMac; however we are probably looking at it from the view of being spoiled design-wise on previous Apple creations. landscape to portrait swivel would be just a gimick. glad that wasn't done. i'd agree w/ the "sell on news" strategy if so many sources (press and analysts) weren't saying the same thing. maybe a shallow/quick selloff, but I bet the real one doesn't start till later. I think I'll wait for aapl to get a bit higher.

To: Sam Citron who wrote (31699)	1/8/2002 2:37:16 PM
From: spitsong	Read Replies (1) \| Respond to of 213177

Sam: comments Don't see anything particularly appealing with the new iMac or understand why anyone would prefer one to a laptop. If you don't see anything appealing about the new iMac, that's one thing. But it seems clear that a lot of people do. I don't think it matters at all whether one might prefer it to a laptop, since it's not a laptop, and since Apple already has the best laptops on the planet, and so has no need to convert laptop buyers to the new iMacs. The new iMac is a consumer desktop, and a very excellent one, particularly at the top end where its combination of features can't be matched at that price by any competitor. I will buy one, myself, for reasons previously stated: Message 16873362 In the absence of any meaningful design improvement, I go with the "sell on product introduction" strategy that has worked so well with AAPL over the years. Your comment that this new iMac does not represent a "meaningful design improvement" is subjective, as you should understand. Many disagree with it. Going with the "sell on news" strategy may indeed work out for you ... I was tempted to do so myself. One reason I didn't is that it seemed obvious, and smart money sometimes takes advantage of what seems "obvious". But not all the news is out, either, and one piece of news Steve released strongly suggested that good news is ahead of us: 125K iPods have been sold to date. That bodes well for last quarter's financial results, which might possibly blow away expectations, which are very low. We'll know more next week. In any case, since AAPL has only dropped a single point since yesterday's high (which predated the keynote), it could well be argued (and I believe the argument) that right now the "sell on news" crowd is slugging it out in earnest with the "buy on outperform rumor" crowd. Good volume today, hmmmmm? Buona fortuna

To: Sam Citron who wrote (31699)	1/8/2002 11:45:37 PM
From: Cogito	Read Replies (2) \| Respond to of 213177

>>Don't see anything particularly appealing with the new iMac or understand why anyone would prefer one to a laptop.<< Sam - Appeal is a matter of taste, of course. I, for one, can see many reasons why someone would prefer this iMac to a laptop. Bigger screen that offers quite a bit more flexibility of placement than is possible with any laptop. Faster processor than is available in the comparably priced iBooks. Available SuperDrive. More ports. I do agree that it seems that a landscape-to-portrait swivel would have been a natural feature, but I don't think its absence is a huge minus. By the way, how did that "sell on product introduction" strategy work with the first iMac? Did you miss the 400% increase in Apple's share price after that? - Allen