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

To: Dave Budde who wrote (54906)	7/21/2006 12:59:50 PM
From: Done, gone.	Read Replies (1) \| Respond to of 213182

Hey, you got me all confused from the gitgo, when you said you might switch from Mac to Windows. I fell off my chair, knocked my head, haven't been the same since, sorry.

To: Dave Budde who wrote (54906)	7/21/2006 1:07:53 PM
From: Dan Fleuris	Read Replies (1) \| Respond to of 213182

"I didn't say that sales would go to zero. ...People will always need to upgrade and the faithful will continue to buy macs every 3-4 years." OK, so if this is a problem, what's the history of other sexy new Mac introductions (your choice): How many of them resulted in a doubling of overall market share that quarter? None, I believe. So by your standards, this upgrade is megasexy. And if it's megasexy to current Mac owners, it's got to be at least sexy to potential switchers. A big plus any way yu look at it. Dan

To: Dave Budde who wrote (54906)	7/21/2006 1:15:42 PM
From: Lizzie Tudor	Respond to of 213182

I don't know who you are trying to convince and probably those engaged in this conversation are just trying to occupy their time. But just so you know, there is almost no chance that Apple's June month of laptop shipments was destined for "Mac faithful". It was way too large for that, 600K units (shipped not billed). I think the mac faithful in many cases bought the pros already, and then another group of mac faithful from the adobe camp are waiting. But even if you don't buy that, shipping 600K units in 5-6 weeks is HP or Dell caliber. The point being, the mac faithful claim doesn't add up and thats why the analysts, who have been skeptics FOREVER have finally bought in (not Munster but the others who were obviously extremely overskeptical going into the numbers) "Never in the history of the personal computer, in our view, has a vendor been better positioned than Apple is at this time to both gain share and improve profitability," ThinkEquity analyst Jonathan Hoopes said in a client note. LOL. Not much more you can say! businessweek.com