Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Don Green who wrote (54501)	7/15/2006 1:34:07 AM
From: aaplfan	Read Replies (1) \| Respond to of 213183

Without new and improved Ipods, the thrill is gone for Apple. While there are a number of folks who see this as the case, I'm not one of them. True, iPod is the reason virtually everyone today knows about Apple and what has propelled the stock to date. Before the Intel move, I would have agreed that iPod was the end of the story as Apple's customer base for computers was fairly static. Post the Intel move, the story can shift to computers in a very big way... Apple has just increased it's potential customer base by an order of magnitude and it only needs to sell to a fraction of that customer base to have a huge impact on revenue and profit. A continued push on a number of fronts is going to be what keeps Apple in everyone's mind including (in fact, especially) computers and will be what further propels the stock. As popular as the iPod has become, if I thought that was the end of the story, I'd be out of the stock as it won't get much farther than it has on iPod alone. They may be back in the distant future, but there are many other more important things on their minds than computers which aren't a high priority right now. That's only because the only choice most people are aware of they find necessary but uninteresting. Sure, there are many folks that are very satisfied with their Windows-based computers and the companies that build them. That number is significantly less than 90% of the market IMO. In other words there isn't any rocket fuel to propel Apple higher . It is about trying to slow or stop the decline. You may be right. I'm betting you're not. We'll both know soon enough who wins the argument ;-)

To: Don Green who wrote (54501)	7/15/2006 7:03:25 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 213183

oh Don, you are such a pest on this thread. The computer market is 8 times the size of the MP3 market and the macbook is a category killer. Not only that it is better than a big win for another company due to the software aspect. Of course you see no difference between a dell desktop and a mac but that does not translate to 80% of the buying public. Your gross generalizations are so far off it is comical. As to consumers coming back, Apple stores are packed, but people are looking at macbooks not ipods. So much volume is coming through the apple stores they are opening 40 of them this year. I am hoping at least the apple stores have the macbooks to sell. *The sources at the distributors highlighted that monthly shipments of the MacBook is three times that of the former iBook line.* digitimes.com if current shipments are 3 times ibooks then they need to ramp double this. Macbooks are now out of stock at CDW, in addition to being out of stock at best buy, compusa etc. This number doesn't take into effect the best buy stocking which is supposed to happen this month (all stores with macs) plus the holiday season. Since Asustek is so overbooked I expect some of those stories that apple is working on a 15" macbook to be true, mostly because its a way for them to send the mfg to another supplier to fill the demand.