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

To: Lizzie Tudor who wrote (55700)	8/11/2006 11:43:43 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 213177

lots of news coming out of china today which probably explains apple strength. New Merom-based MacBooks to boost orders at Asustek and Quanta, says paper Commercial Times, August 11; Esther Lam, DigiTimes.com [Friday 11 August 2006] Sources at PC and notebook component makers indicated that Apple will launch its MacBook laptops using Intel's new 64-bit Merom CPU in September, with associated OEM makers, such as Asustek and Quanta Computer, expected to benefit from that, according to a Chinese-language Commercial Times report. Producing MacBook (Asustek) and MacBook Pro (Quanta) laptops for Apple, the two companies ship an approximate of 200,000 to 300,000 units per month, and sales remain solid despite the seasonal downturn, the paper noted. digitimes.com (actually, an earlier report had ASUS macbook only doing 300K per month- AND that is the steady state, so to "boost" orders implies a forecast rise from Apple which I fully expect based on the channel especially for Macbooks but even the pros)

To: Lizzie Tudor who wrote (55700)	8/11/2006 2:12:23 PM
From: HerbVic	Read Replies (1) \| Respond to of 213177

Supply/demand for stocks is what drives the price up or down, and when the market anticipates down the demand falls through the floor, valuations be damned. Bush relied too much on his little tax cuts to drive the economy forward enough to finance his party's ambitious war effort. I like him, but ... he hasn't made the hard decisions lately that he needs to in order to propel the economy forward. You can't drive an economy forward on a war effort spending surplus military hardware from the previous century. His war did little to broaden the tax base, and created few jobs in this country. Now, the easy money is spent, the war is still going, and the tax base is shrinking. It does not look like the Republicans can do anything but whistle past the graveyard, and the Democrats are without a clue. "Won't be a bull market for years." may be an understatement.