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"Couple Leopard with CS3 and the iPhone and AppleTV launches and the Apple will have multiple product cycles driving it to the end of calendar 2007.
Piper Jaffray analyst Gene Munster says Adobe's CS3 is likely to ship three weeks after the announcement date. By the time it's in the sales channel it'll be April 21 or so.
Munster says:
"Our September 2006 survey of 50 Apple pro users suggested 50 percent of pro users would upgrade to an Intel-based pro-level Mac within six months of the CS3 launch. Since CS3 will be optimized for Intel Macs for the first time, many pro users have been waiting for this launch to upgrade from their PowerPC-based systems. We estimate there are 3 million Adobe professional users."
Munster adds that that 50 percent rate is most likely too optimistic. Applying a conservative 15 percent upgrade rate to a Mac Pro or MacBook Pro would add another 450,000 additional Mac units. "
http://blogs.zdnet.com/BTL/?p=4601
Debunking the game rumor - link is on
macsurfer.com. Does not mean games are not going to happen, just that the rumor seems to hang from the slenderest of threads.
Dept of Redundancy Dept. eom.
I think that Apple
seems to be growing in core areas, which I would define as computers and recently iPods, though it could be defined differently - like hardware, software, online media and services or probably in other ways.
What parts of Apple have not been showing sector-beating growth? I think the core and the new stuff are doing/going to do superbly.
Damn options backdating .
FlickrExport for iPhoto
This may have been posted before, but here it is, from the Seattle Times ( URL at bottom of post).
Now, on to something more fun. I'm a frequent contributor to the Flickr (www.flickr.com) photo-sharing site, which I use to post pictures for friends and family to view. It's much better than sending photos by e-mail, which hogs bandwidth, and I can easily click "Photos from your Contacts" to see what my friends have recently uploaded. (You can view my photos at www.flickr.com/photos/jeffcarlson/.)
Flickr provides a Web-based form to upload photo files as well as a Mac OS X program called Flickr Uploadr, but both approaches assume that you're working with image files in the Finder.
Instead, I use FlickrExport for iPhoto, from Connected Flow (www.connectedflow.com), a plug-in that lets me upload photos directly from within iPhoto. FlickrExport for iPhoto costs about $23.
When I select one or more photos and choose Export from the File menu, FlickrExport shows up as a tab in the Export Photos dialog. The plug-in grabs any title or description information I've entered in iPhoto's Information pane, and also adds keywords I've specified to a Tags field; applying tags to photos makes them more searchable in Flickr.
I can set my photos to be public or private, add them to a Flickr category pool (there are thousands, including several Seattle-specific ones), and also add them to one of my own photoset groups (for example, I created one called Olympic Sculpture Park). Lastly, FlickrExport can resize the photos before uploading them, thereby cutting down on the amount of bandwidth I consume (which for free accounts is limited to 100 MB per month; paid memberships offer unlimited bandwidth usage).
Connected Flow also offers FlickrExport for Aperture, a plug-in for Apple's professional photo-management application, which costs about $26. If you purchase FlickrExport for iPhoto and then later start using Aperture, you can get FlickrExport for Aperture at 50 percent off.
OK, so maybe my Flickr habit doesn't count as "getting things done" in the traditional, productive sense of the term, but using these plug-ins does save a lot of time and effort. At least until the Apple TV arrives and I have to spend hours and hours doing research from the couch with a bowl of popcorn.
http://seattletimes.nwsource.com/html/businesstechnology/2003598504_ptmacc03.html
That ain't very classy sinclap.eom.
That and the fact that the market was down oh, I dunno, 500 pts this week? Little things like that.
Opportunity will come a-knocking, Bootz.
Apple Inc.
In the University of Virginia poll on computer ownership among first-year students - in 2000, 2.8% brought Macintosh computers with them. Fall 2005, 8.5%, Fall 2006, 19.6% showed up with Macs.
Source: Chronicle of Higher Education: March 2, 2007 - page A32
I'm fixing to
start thinking about the possibility of considering getting longer AAPL.
I think I'll watch the market over the next period of time and plan somewhere between 4-6 buys of shares/calls over the next couple of months. The options investigation and the possibility of Fred and Nancy having songs to sing to the prosecutors continues to restrain my enthusiasm, dammitalltohell, but.....otherwise....
In the University of Virginia poll on computer ownership among first-year students - in 2000, 2.8% brought Macintosh computers with them. Fall 2006, 19.6% showed up with Macs.
Source: Chronicle of Higher Education: March 2, 2007 - page A32
Guess I should say that I sold 50% of my gold miner shares yesterday, and another 25% this morning. Also went to 85% cash in the 457 plan mutual fund portfolio on Monday - but monthly deposites will still be flowing into a predominately equity allocation tilted toward large cap companies.
OT bullbear, re: gold
You asked:
I am no gold export but I wonder if economy is slowing,
and inflation is muted why invest in gold? Wouldn't you need demand for gold to be there as a result of increasing demand (growing economy)or inflation hedge?
Are you referring to the US economy or the global economy?
I think there are several things that impact the demand side, including US and foreign ETFs whose value is directly linked to the price of gold and who go into the gold market on a regular basis to buy or sell, depending on whether investment in the fund increased or declined.
There is news of some "second tier" central banks buying gold - Russia is one mentioned. It has become easier for individuals in China to buy gold, and they can buy gram balls of gold there, and apparently have been doing so at a pretty good rate lately
So there is the demand side, the supply side (constrained by cost of exploration / new mines / regulatory hurdles) and then the other side. I am not sure what to call it. Some call gold the anti-dollar, and it is true that gold has risen as the dollar has declined. If that relationship continues and if the dollar continues its decline, then there is another plus for the price of gold.
I have been investing in shares of precious metals mining companies since May, 2003. I have made some money - good money - doing so. My reading and study, such as it is, leads me to believe that 2007 has the potential to be a good year for the price of gold. In fact, I bought some more shares yesterday on the dips in the miner's indices and the price of gold.
I could turn out to be terribly mistaken. I take no responsibility for anyone else's investment decisions, and there have been times when I wish I wasn't responsible for my own .
Anyone buying anything today? AAPL?
Bought some AZK and AUY this morning, then had to stop looking for dip opportunities and head to the office.
OT Baldrick - you're welcome. I remember
back when sfme, fbe, you, tomm, myself and maybe a few others used to talk some about gold miners here - back in 2003, I believe it was. sfme and fbe, if I recall correctly, introduced me to the precious metals part of the investing.
OT: Barrick Gold and hedge book
Barrick (ABX) has reduced its hedged ounces tremendously, but they are not all gone, though the company has committed to eliminating all hedges that are not required by lenders for project financing deals.
Uranium - I have URZ.
OT: Miners. the ones I am in are listed on US exchanges, often in addition to Canada. My favorite sweet spot remains emerging producers, either pre-production or just into production. Aurizon is one there (AZK on AMEX and something else in Canada).
GDX is an ETF based on the AMEX Gold Miners Index -
I also hold GRS, GSS, SLW, MFN, MNG, SA, and AUY. Just read that Novagold got permits for its Galore Creek mine, but capital costs are going to be hefty.
Of those I would guess that AUY - Yamana Gold may be my favorite - they just put a new gold/copper mine into production in Brazil.
The one thing I would watch for would be country risk especially with smaller companies that may only have one or two mines - lots of talk of nationalizing/unfriendly environments in some Latin American countries.
My preferences are Mexico, Brasil, Honduras, Canada, the USA, particularly Nevada.
JimisJim has been doing some fundamental analysis on some miners, he may chip in with an OT post. I tend to shoot from the hip a bit more than he does.
Honestly, I think we may be at a time where one could throw a dart at precious metal miners and do pretty well -but I could (and have been) be way off base on that - and ETF for mutual fund would be a way to get back into it as a sector investment with less time invested in DD.
Whilst we were talking about all sorts of off-topic manner, it
was a most wonderful week in the markets for me - up over 5% on the week. Hope ya'll did well also. I am putting some stop orders on some of my precious metal miners before Monday, but I think we are near the beginning of another upleg in the gold bull - but I could be wrong, hence the stop orders.
I prescribe a graduate course or three in the history of higher education, in higher ed organization and governance and in law and higher education. If you let me know where you are, I will recommend a specific program to you.
Faculty are not management, legally or in any other way, but there is shared governance in which faculty have some considerable power. That does not make them management in any legal sense.
OT Tex Shared governance is the norm at most colleges and universities, including those with bargaining units for faculty. Most true models of faculty governance went out the window long ago - even at small private liberal arts colleges. You have to go back to the medieval University of Bologna in Italy to find a situation where students hired and fired faculty .
Most administrators/managers on the academic side of the house are or were faculty. Many return to teaching ranks, some continue to teach a class and/or advise a few students whilst they are managing - but they are administrators primarily, not faculty while they hold management/administrative posts.
OT: Tex: At the university level, though, I suspect profs are regarded as professionals (and thus management) rather than employees/labor.
That is not accurate. There are faculty at research univeristies who are union. There are professional unions.
Edit: The faculty at the California State University system, all 4-year institutions, are unionized.
Many college professors are unionized, particularly public college/university/community college faculty. I do not know the national percentage of union/non-union who are.
Most community colleges here in Oregon are, as are (I believe) all public 4-year faculty.
Thanks spitsong, there is not much in the way of TA here
and I do enjoy reading it - and occasionally even kindasorta understand it :).
For now I am holding onto that which we declared a core back in January. After yesterday's run, it amounted to about 10% of our IRA's, which in turn amount to about 2/3 of the total we have in stock/bond investments that we have some ability to manage.
I suspect that may go up in the second half of the year, by appreciation and purchase, as I fully plan to do a 2nd half trade again.
Tex, you can shudder to ask, but I am going to do my best to stay way from this topic.
OT: oddly enough, some may thing, the Gates Foundation is one of a few organizations with money that does care, and is doing good work with the youth who are not being well-served (for whatever reason) by standard public high schools. Jobs oughta put some of his fortune there.
OT: The advantage of the private school is that it is not delivering a public good, therefore it can be selective and elitist if it chooses to. Public schools cannot make that choice.
I have never heard so much crap in one off-topic discussion in all my years here. At the core, the discussion is about parents and society-at-large not giving a damn about its youth. It is about people who would rather have an extra hundred or thousand back in taxes than to adequately invest in the youth of the nation.
Our youth is well aware of that. You do not go to a school with inadequate textbooks and inadequate other resources without being well aware of the fact that "they" just don't give a damn about you.
It is a high price we are paying for that, and a higher one we will pay in the future.
As an academic professional non-teaching member of the local college level faculty union - I gotta say I like my union contract a lot. Teachers and workers in general need some level of protection from the capricious acts of management. While there is some level of protection for the burn-outs, it is, IMO, highly overstated by union opponents, who will now praise Jobs and try to adopt him.
Maybe he shoulda stuck to back-dating options.
On Topic and then off-topic
I have not sold any AAPL. I did get stopped out on a few gold miners this morning, but still have some - some are up quite a bit today (SA, AZK).
I am going to continue holding AAPL. I am not clear on what revenue sharing deals Apple has with Cingular on the plan charges, but it is a new revenue stream that could be significant.
Bought URZ the other day at 3.92 - added this morning and have a cost basis of about 4.18 (that is within a few pennies anyway,and not going to look it up right now.
Holding AAPL, ADBE, CSCO and INTC in tech land.
Andy, once again
control your desire to describe the mainstream press and other things in those terms that you apparently so dearly love.
KastelCo: but got some of the URZ I posted yesterday :O)
I got some URZ this morning. Is all right by me
I know I said
I would hold some AAPL all year long, but I believe gold is going to have such a strong upthrust over the next period of time, I might sell all my tech to take advantage of it....and I am over 50% miners now, spread over about 10 or 11 positions, one of which is a ETF.
I'll let ya'll know what I do, iffen there be any interest.
I started accumulating miner shares again in mid-January. Working our middling well so far.
Anyone following Minefinders closely?
It seems to be close to one of my theme sweet spots - production to start late this year, as close as I can tell, but I am having trouble finding much information on it around the web.
Anyone have any pointers to good reports etc...?
No better strategy
It is why I sold a bunch at 96.01 and 96.22 - and about $10 south of there also.
Bootz,
Keep a wee bit. That's my advice. Among other things, it will validate my holding wee bit
The Trader?? Remember, I am holding a core position
amarksp: "Well, guess I'm timing it!! I think we are hitting at least a short term top on both gold and gold stocks."
Some folks are expecting a pull-back. We'll see. I have been adding gold equities for the past 3 weeks or so, and will buy more on dips.
My view - I got AZK, GG, AUY, SA, OZN, GRS, GDX and maybe another one or so I don't remember off the top of my head at good prices, they are all green and I am holding them and not gonna get too cute with the timing thing.
Blue, I don't know if that was it. Didn't look at anything else at the store.
Color Shuffles.
Edit