Apple has had a huge run up over the last half of the year. I told family and friends to all buy in this summer when the stock price was in the shitter as the iPod’s start to lose their huge growth period. Why was it a buy then?
Simple. Even with no net increase in the cost of Intel chips, lots of a thousand intel processors were gonna be about 20% lower because IBM cannot produce lots that efficient or the cheap. With the additional increase in prices with the Intel chips (about 20%) that means with no growth in sales their margins were guaranteed a nice bounce.
The latest anecdotal data says that college students purchasing for school show that they are adopting the new Intel chipsets capable of dual booting are undergoing a HUGE increase. Some campuses are showing double the number over the previous year. That is great news for Apple since most college students are very influential in their parents technology purchases. It will take awhile for the echo-boom to occur, but that bears great news ahead.
That is the long view. The short view? No one really had a great idea of what will be presented at Macworld in January. There are plenty of good guesses and all should give a great bounce. Now, I wouldn’t stick around until after the announcement. The run up will occur prior to the announcement. The phone is a sure bet. No one knows if they can hang, but I think they will sell a metric ass load. Why? Interface. The average interface for a telephone seems as if it was designed by complete ‘tard with no regard to the final user. The ipod which would be a great base has an interface that his proven and that people love and are loyal to. Apple has 12 million slated for sale, and if the price is right they’ll sell em all.
Mutual fund managers have been taking a long time to take a hard look at Apple. Since Jobs left Apple was a huge disappointment and flash in the pan story. The savvy ones are looking to get in and will keep having to buy for some time. This should give some stability to the down side.
Now, don’t be a fucking moran. Don’t hold this goose too long because all the profit takers will be looking to offload since they already own it (me), unless you are holing for the long view. I will give the usual disclaimer. Do your own homework. It’s not my fault if you lose your ass, this article is free, and as such is free from any liability for your retard ass.
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