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

To: Dave Budde who wrote (54560)	7/16/2006 5:42:34 PM
From: Lizzie Tudor	Respond to of 213183

yeah- unfortunatly I don't think this quarter is going to provide the clarity we might like. The mac lineup didn't materialize until too late into the quarter. What I really need to know to determine if apple is a buy is how many macs they sold in the month of june. Thats a much truer picture of the run rate, vs. the April and May quarters when there wasn't anything but speculation and a few products to sell. Living near apple HQ I don't have any sense that this was a bad quarter. I really don't think they will miss. I heard the quarter was pretty good. But that could mean anything (just the mac biz or lowered expectations or anything). I really would like Steve to be on this conf call to discuss the transition of apple from an ipod company to a mainstream PC company. I would like to know they strategy for the channel, Best buy vs. Apple stores etc. We won't hear much though.