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


To: slacker711 who wrote (68743)9/17/2007 2:59:31 PM
From: Lizzie Tudor  Respond to of 213177
 
TheStreet.com reported earlier Monday that the Palo Alto, Calif., company was boosting production targets.

I don't have confirmation of this but I think it is true. I am watching the digitimes message boards which is where you can get a lot of info like this.



To: slacker711 who wrote (68743)9/17/2007 3:37:21 PM
From: inaflash  Read Replies (1) | Respond to of 213177
 
Faster Apple iPhone Due Next Year

Apple's caught between a rock and a hard place with the release of 3G model anytime soon. They'll face the same whining about the price cut with many early adopters buying the 2.5G model and a few months later feeling duped. But, I hope they're releasing 3G right now in Europe and US so they don't rack up a lot of 2.5G Christmas sales and the in January/February springing a 3G model. Making a 3G model available in Europe only is going to be problematic for US Christmas sales as people will defer purchases. Any type of rollout schedule will screw someone from some continent. Asia is set to roll out early next year, so even if they wait till June of next year to release 3G, many new buyers there will feel burned having bought older technology just a few months ago.

This leads me to two options, either do it all now and get the pain over, or wait till next September, which is a long time, and let the early adopters have at least 3-6 months of exclusivity.



To: slacker711 who wrote (68743)9/21/2007 11:06:32 AM
From: slacker711  Read Replies (3) | Respond to of 213177
 
Who in the world is this guy's source??? He is either going to look very good or be thoroughly discredited over the next couple of months.

thestreet.com

Apple Mac Sales Surging

By Scott Moritz
Senior Writer
9/21/2007 10:34 AM EDT


iPhone fever may have obscured the robust growth in Apple's (AAPL - Cramer's Take - Stockpickr - Rating) Macs.

People familiar with the company say Apple is selling computers at a blockbuster pace. The Cupertino, Calif., company is expected to sell 2.35 million iMacs and MacBooks this quarter, TheStreet.com has learned.

A sales number that high would beat analysts' estimates by nearly 400,000 units. Pegging the average Mac sales price at a conservative $1,500, a beat of that magnitude stands to boost Apple's top line by about $600 million. Analysts expect the company to post fiscal first-quarter revenue of $5.94 billion.

The popularity of Apple's computer lineup has been fueled by a robust back-to-school buying spree and a revamped iMac roster, say industry watchers.

Apple has about 3% of the world's computer market share, but it has gained ground as larger rivals like Hewlett-Packard (HPQ - Cramer's Take - Stockpickr - Rating) and Dell (DELL - Cramer's Take - Stockpickr - Rating) try to revive sluggish sales.

Apple's strong growth prospects and its marketing and design cache have earned the company a significant premium to many of its tech peers. Apple's market cap is $122 billion -- twice that of Dell, even though Dell's sales are around three times Apple's.

Looking ahead, people inside the company and those close to Apple's plans say there will be a big announcement regarding a so-called subnotebook Mac. The ultra-thin device will have a 10 inch-to-12 inch screen, sleek rounded edges and weigh less than 2 pounds.

The subnotebook's introduction is planned for next quarter, and the product is expected to be available for the holiday sales season. In preparation for a big year-end sales push, Apple has told some employees to cancel vacation plans "between Thanksgiving and Christmas," says one source familiar with the memo.


Apple shares rose 86 cents to $141.17 in early trading Friday.