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


To: inaflash who wrote (63617)4/26/2007 5:24:25 AM
From: NAG1  Read Replies (2) | Respond to of 213177
 
inaflash,

I didn't get a chance to listen to the cc but for me, the statements about iPhone and AppleTV revenues were most important. I think you picked up on probably one of the most under reported important things so far, that Apple TV accounting will be the same as for the iPhone. I think there is going to be some type of subscription service tie in with Apple TV. Maybe some of the reason for the delay in product refreshes(maybe even the leopard delay) is tied into ways for Apple to tie things together in our entertainment centers. I think you see this in Apple's ad for AppleTV. It shows and iPod and an iMac playing the same movie and then showing the movie playing on the TV in the media center. Coincidence?

It is a very nice time to be an Apple shareholder right now. I think all the hand wringing about this options thing was just a way for people to try to attack the company and bring the share price down on just pure speculation. The silly statement by FA seemed very self serving and a way to try to save face. If there was something there on SJ, SEC would be going after SJ and not the Apple lawyers.

Had CNBC on this morning and Apple is up over 7% in Europe right now. Hopefully, the iPhone will live up to the hype. If it does, Apple is still underpriced right now. Lots of new revenue centers and room to grow in the most of the markets it is in. MP3 market may be starting to mature but provides a nice tie in for the other services that Apple is getting into and growing right now.

Neal