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

To: Lizzie Tudor who wrote (54749)	7/20/2006 3:45:03 PM
From: Dave Budde	Read Replies (2) \| Respond to of 213182

I'm sorry, but John Hodgeman is just turning me into a Windows fan. OS X is doomed! youtube.com

To: Lizzie Tudor who wrote (54749)	7/20/2006 4:09:58 PM
From: Dave Budde	Read Replies (1) \| Respond to of 213182

a 1% market share gain for apple = 2 billion to the top line. So, you've fallen for the we-only-need-to-get-1%-more-market-share trap. This never works. They need to get 10% for it to be meaningful or it's a short term revenue blip and any potential profits that follow will never sustain.

To: Lizzie Tudor who wrote (54749)	7/20/2006 4:26:13 PM
From: aaplfan	Read Replies (1) \| Respond to of 213182

What Oppenheimer didn't point out is that Apple didn't RECOGNIZE REVENUE on all of those laptops yet because they did not sell through. They were build and shipped - for the most part already sold- but not recognized. Lizzie, you've mentioned this before I wanted to make sure I understand your statement as I'm still learning re: retail agreements. Are you speaking just from the standpoint of inventory shipped to Apple's stores? Wouldn't Apple recognize revenue for any product upon shipment (i.e. transfer of title) to a 3rd party reseller (i.e. Best Buy etc.) or end customer? That would seem to satisfy Apple's definition for revenue recognition (i.e. looking at the 2005 annual report p 71 Revenue Recognition)