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


To: David Bogdanoff who wrote (56373)8/27/2006 6:59:08 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 213182
 
well, I posted about the random shutdown, and I don't know if apple has a fix for it or not.... but what I think is not in the stock is the large market share apple is taking as of this moment not just for laptops but for desktops also.

If analysts were predicting apple with a 10% share or 5 million macs per quarter, which seems VERY DOABLE to me based on the distributors I am watching (not this qtr but in the next few) then the random shutdown might be meaningful to apples stock price. Of course by the time the big numbers came down there would be a fix if not one already. But analysts are NOT modelling anywhere near the number of mac sales apple is doing now except for Munster who is cautiously optimistic.

I also think the Zune is in apple stock as a threat. And it isn't a threat.

Bottom line I think apple stock has a lot of negatives built in that are not coming to fruition 1)ipod losing share to zune 2)ipod sales dramatically declining 3)PC price war killing mac sales 4) Mac further marginalized as a platform 5)no adobe killing mac

None of this is happening. Where the RSD issue fits into this, I don't know, not significantly for sure



To: David Bogdanoff who wrote (56373)8/27/2006 7:45:16 PM
From: HerbVic  Respond to of 213182
 
which retreated after reaching 69 on friday. Seems like we have resistance at 69.

Wouldn't count too much on that. That was not much of a pull back from the day's high. Insignificant at best. And, there is usually some selling near close on Fridays anyway due to individuals not wanting to hold over an uncertain weekend.

If the broader market holds up, AAPL may get legs before the week is out. Think about it. It has been rocking along with a 68.50 resistance level for over a week. Now on Friday it breaks out. By the end of this coming week, 68.50 may look like support.