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

To: Sam Citron who wrote (31718)	1/9/2002 3:11:01 AM
From: Cogito	Respond to of 213177

Sam - Sorry about that comment. I only meant it as a light-hearted poke. I have watched Apple quite closely for the past five or six years, and I'd have to say that buying in December and selling on the first day of MacWorld is probably not a bad idea, most years. I do find it surprising that you thought the first iMac was a "meaningful design improvement" and this one isn't. I'd say that the first iMac was just an update of the original Macintosh while this one is a truly innovative design. Again, appeal is a matter of taste. This design is radical enough that a lot of people just won't like it. I'm staying long on AAPL because I think they're on a significant roll. iBook, the PowerBook G4 (best notebook I've ever had), iPod and now the new iMac. They've had more hits than misses in the past five years, and I'm looking forward to more. - Allen

To: Sam Citron who wrote (31718)	1/9/2002 12:51:51 PM
From: BillHoo	Read Replies (1) \| Respond to of 213177

If they really want to go to an LCD panel iMac, I'd like to see a return of the Sparticus design. That was really elegent! -bill_H

To: Sam Citron who wrote (31718)	1/9/2002 10:26:07 PM
From: Marc Newman	Read Replies (2) \| Respond to of 213177

Let's remember that the original iMac took a good while from announcement to actually shipping. In the interim the stock fell and it was a wonderful buying opportunity. In this case there's little time between intro and actually being able to buy one of the high end ones. Ie, I have a feeling that 3 out of 5 times is going to become 3 out of 6. However, the buy on the Dec. dip and sell during keynote keeps on rocking! Other posts-- Marketshare is important and worries will always keep a cap on Apple's shares. But what is most important to me is profits and revenues. If the company grows them at a nice 15-25% pace the stock will do well even if marketshare is stuck. Earnings could really help the stock out next week. I assume that when Apple made its projections the iPod hadn't been announced yet and therefore wasn't figured in. (Pinza probably remembers for sure.) That would be the conservative thing for management to do in case the thing wasn't a hit. So now the revenues and profit give them some nice wiggle room. Marc