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You are smart feller
I am sure you can figure it out.
Huh, lango.....
I don't think that is the point.
Professional Users
The iMac is a considerably stronger machine now than it was back in the day. There are pro users and prosumers who are perfectly happy with the iMac today, but 2-3 years ago would not have considered it, in my opinion
lango
Maybe good for the 1% of Mac users who are gamers, but not so great for the overwhelming majority.
Then again, AMD vs. Intel is a bit of an irrelevance -- the competition is between Conroe/Intel and what's sitting on the average Mac owner's desktop. Conroe/Intel should blow that away and drive some sales .... IF it is priced in some sort of reasonably competitive range.
I don't understand your thinking here. You seem to be (on an implied basis anyway) limiting the potential market to people who currently have Macs on their desk. Am I misreading you?
The competition is for anyone who is going to buy a computer. Apple needs to gain a small percent of those (above what it has now) in order to do well.
I think Apple will do well. Question is when. I'm still playing further downturn before the upturn - not in the sense of going short, but in the sense of not increasing what is now a small long position. When I start increasing that position, I figure I'll do it in 4 buys - depending of course on what else I have going on in the portfolio at that time. Right now I am heavy cash.
Ali Larijani also warned that Iran could use its oil production "as a weapon" if the nuclear imbroglio worsens.
http://www.cnn.com/2006/WORLD/meast/03/05/iran.nuclear/index.html
This board has become mostly a bad joke. Tragic, given its promising start. Stereotypes squared, cliches cubed, thinking often not evident, positions generally set in concrete and invariant. See the posters name and you can guess with a good degree of accuracy what was written before you read it.
Fun for some perhaps, but not for others.
ot: bootz
Don't stay up.
Bootz,
It is funny as all get out. Good humor too.
Bush's administation now, that is not funny, but is kinda tragic-comedy.
The gang that couldn't think straight - and may not be able to use weapons of math instruction.
Bootz
this piece of humor has been around for a long time and it is funny, your disrespect to the contrary.
If you want to attack the woman, which you clearly do, have at it, be my guest, but you attack on humor is outta line.
So, anyone thinking any thing about AAPL
or are you too busy rolling feces into little balls?
Here is a link to a slide show a non-techie friend did in
Microsoft Movie Maker
Tell me again about the advantages of a Mac. She didn't have many problems making it.
http://www.zippyvideos.com/6204443524095096/ive_been_in_mexico/*esterba
I really think we need benchmarks
to settle it, yes I do. I tend to be biased against know-it-alls who base arguements pro or con on conjecture, no matter how well informed.
We all know the graphic capabilities of the G4 mini were reported to have sucked. Some are claiming the intel mini sucks more. I wanna see the data.
Their day in court if you will so all the pontificators on both sides of the issues have some facts they can interject into their deliberations. Frankly this aspect of gum-flapping has gotten a lot redundant. Time for some data, in my opinion.
I think we should wait and see how the graphics performanc is
on a Mac Mini tricked out with RAM before we start making pronoucements, but then sometimes I lean toward the empirical side of life.
Benchmarks by an independent org of G4 mini and the intel mini with various levels of rammage would do and be somewhat credible.
burning issues
everyone has theirs
I've turned shallow
in my move toward
dotage
I just wanna make some money
and retire :)
iTunes video store could get all my money
If they put out all the episodes of Rocky and Friends and Bullwinkle.
In a New York Second.
Cash - Went into the day ~ 50% cash in my account. Those listed holdings cover both our IRAs. Did some buying today, ended the day about 25% cash. Trying to have a good year in the first 3 months :).
Twas a golden day with a silver lining
Even AAPL was up, but a laggard by comparison :).
What a monster day!!
Holding OZN, GG, GLG, SLW, NG, GRS AUY, GPXM AAPL and SIRI
Every freaking thing was green - some of them big time.
I likey
Shucks bootz,
I'm just a simple country investor.
You folks sure have a lot to say.
Ya'll must be a lot smarter than I am.
Mostly as a result of the move
2/3 of my position was bought at .143 in March, 2005. Picked some more up .24 - just got a partial fill on that day - and .30 both of these during the past month. Overall cost basis is around .186, I think.
Frank: R ... and miss all the fun...???
*laugh*, no, I was thinking.....and preserve all gains..... :).
Still have GPXM for fun. It has grown to my largest holding in the past 7 weeks, other than cash.
I'm at the highest cash level of my investing career - if you count a few days after opening my first brokerage account in 1998 as the start.
Gonna stay there for a week or two, I think :).
Well, I think I dodged a few bullets so far this past week or so.
And I am up to ~ 55% cash now. Markets making me nervous here. Delighted to be just a wee bit short of flat for the week.
GOOG
Yes, and will go far lower, in my opinion, despite boosterism. High muliple, slower growth - the story only has one possible outcome,
Going into this week's announcements,
Our combined IRAs are right at 10% AAPL
My account is 40% cash
GPXM is up over 100% since Jan. 1
and much is right with my personal world.
Hope it is a good market day for all of us
OT: Energy
Alternate/Green energy still doing well, and I think it will continue to over the long haul. PBW, an exchange traded fund, is the way I am playing it and it has done nicely, up 20.5% since I bought it on Jan. 11.
Also I am looking at KMP - yields 6.5% and I think I am starting to feel some affection for it, but have not entered a relationship yet.
Precious metals shares could be over their seasonal pattern of correcting this time of year sometime in the next couple of weeks, and there could be some money to be made there - your mileage may vary, do your own DD, insert other cliche of your choice.
Also, ADPT has done nicely since I bought it in early December, up a bit over 14%. Didn't do much intitial DD here - read about it in a weekend Barrons, bought on the following Monday :). Storage turn-around story.
I like cash here. Still have core position in AAPL. I see possibility of less costly AAPL shares between now and this summer. If I am wrong, I still have plenty of Apples. Decided to take what the market gave so far on non-core shares.
Sold 1/2 AAPL this morning, for a small gain. Around 40% cash now.
They are a technology company that happens to also intertwine with movies and music on occasion
They are a tech company and a media company and a retailer. To say they intertwine with movies and music on occasion is, I think, a rather serious understatment of what Apple is today and the direction in which it seems headed. Take away the media delivery part and over half the market cap is gone.
It is not a competitor
Let me repeat myself
It makes no reason for Apple to sell any Mac with a Combo drive. Period.
It may make sense for some of you geeks out there to buy one with a Combo drive, but it makes no sense at all for Apple to make one with a Combo drive. This is 2006. SuperDrives as Standard Equipment.
You can believe differently, particularly if you wish to be wrong :)
There is no excuse for any Mac with a Combo Drive. Not with iLife as a major selling point.
OT: Winners O' The Day
SLW, AUY, GG, NG
PBW has done well in the past month as well. ADPT has been all right. It has been a wonderful 9 months, and I think the next 10 will be even better.
People been talking about the inevitable leveling of margins since I first invested in AAPL in 1998. I'm still waiting to see it. I am not opposed to the trade-off between a certain amount of lower margins and increased market share - but it depends on the the details
not a cakewalk in the park
May not be a walk in the park, but it would have been very, very difficult to have lost money on AAPL the past three years. I think that will continue to be the case - as long as the investor has paid attention and learned the right lessons and isn't willing to take wild-assed risks based on whimsical hopes
Bootz
Let them eat each other with their commodity-priced commodities.
People make choices, their choices affect the choices of companies. I will pay whatever premium I need to in order to have iLife available. I like it and don't even use some of the programs.
Cream, top. Check it out. Those who want to or can only afford skim can buy it.
Welcome, Apple, to the wonderful cutthroat world of Intel CPUs.
That is silly. It should be Welcome Intel to the wonderful world of OS X.
Until El Cheapo Wintel boxes can run OS X I wouldn't worry too much about bottom-fishing with the cut throats.
The hedge book link
http://www.siliconinvestor.com/readmsg.aspx?msgid=22200256
REDF to the rescue?
GPXM, which have I mentioned here on occasion.