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From the middle of a Black Friday article
on marketwatch.com
In downtown Chicago, Mary Jo Mykkanen and her husband started their shopping at Marshall Field's at 6 a.m. while visiting from northern Michigan and then went back to the hotel later to pick up their two children.
"We went early just for the fun of it," she said. "It was nice there. It wasn't too busy and there were lots of people working so the service was really good."
A few hours later she headed to a very crowded Apple store to pick up the iPod Nano for her 12-year-old daughter. "My son already has one. All their friends are getting them now."
Days when gold, Apple and natural gas are all up are very, very, good days for me.
Ron
dilleet
Would you consider checking on availability again in 3 weeks?
Ron
Over under sideways down
That was a Yardbirds song, as I recall :).
Not much of a gambler here, but I think the odds to take the over 14.1 milloin would have to be closer to 100:1 :), as they would with the under 8.25 million. Guess the Brits may have the best bookies, I wonder if they make book on stuff like this? Maybe baldrick can tell us.
Monetizing QuickTime
The increase in QT Pro sales has been mentioned before. Today QT Pro for Windows and for Mac were 3 and 4 on the Apple Store top sellers list.
Brought back memories of many discussions re: monetizing QT during the Golden Years of AAPLtalk.
I'll give 2:1 payoff on the over-under for 14.1 mm iPod units this quarter. Any time, anywhere.
What would you give for 8.25 million units ? :)
share sell-off
Makes sense. I am still thankful :). I will likely sell some from both of our accounts before earnings in January. In a perfect world, they would sell-off then and subsequently do well after MacWorld announcements :).
I will not be without any AAPL for the next couple of years, however. Or precious metals mining shares. In other words I will continue dancing with the ones what brung me - even if they step on my toes occasionally - for now anyway.
Nervous??
I am not nervous. I am thankful.
I sure hope Apple has
gazillions of iPods on the way to the stores.
Enough to provide some support to this 68.75 share price :).
$101 off iMac - at least the 17" on at the online Apple Store. Takes it down to within $1 of the everyday education price.
Hope they move a lots of them.
Intel iBook pricing
I have been reading on think secret and other places about possible significant price cuts in the Intel iBook. I think price cuts are a good thing and would like to see sizable cuts, but......
I'd rather any cuts split between lowered prices and a built in iSight. In my view, that is a significant differentiator and an attractive feature for many people. I think it can drive sales and multiply sales as the owners encourage family and friends to purchase them.
In fact, I am thinking it may be the thing that gets my mother to a Mac. She needs it to be simple.
Ron
I suspect there will be some specials at the online store also. This from the store site
Come back to the Apple Store on the day after Thanksgiving for a special one-day-only holiday shopping event. You’ll find dozens of great gift ideas for everyone on your list, and you’ll get free shipping on all items.
Ya'll have a real good Thanksgiving tomorrow!! EOM
After a pretty good string of up days
Taking the portfolios to higher and higher all time highs, today was such a disappointment.
Down $2.98 *grin*
That does not count the 401k equiv plan, which I am guessing, after looking at the indices, was up by more than 2.98.
The combination of metals, nat gas, oil services, an international bond fund and Apple have been doing well.
Not a lot of peeps about a lot of stuff here.
I suspect many of us have given some thought to that acquisition. I am neither a big TV or video freak, so I am about as out of touch with that market/demographic as I was with the iPod :).
I think one thing we will see is a system, probably based on the Mac Mini, that will have an iPod dock and the easy ability to hook into a television. I can see a market for folks who could take a video on the iPod over to a friends house and show it to them, or download something from the net and watch in on the TV from their computer or video enabled iPod.
I can see an explosion of the distribution of independent video and documentary stuff via the iTunes store. I would certainly like some world news that does not have the incredible US frame of reference that all of the US media brings to the news and analyses of current events - but then I am a liberal elitist :). Video blogs would certainly appeal to lots of people, given the visual nature of the world today.
The hardware would also be used for porn, for distribution of ideological propaganda ranging from way left to loonie tune right wing Aryan movement type of stuff.
I am not sure what areas Apple will get into yet. Whatever it is, I suspect that it will have something to do with improving the user interface/experience with one or more devices already in use by consumers. Seems like a phone would have potential, combining a better user interface / experience with robust music, photo and maybe even video capabilities might be a winner.
Other than that, I hope the computer side of the business keeps growing, and that the growth rate accelerates.
It is a many faceted stone these days, this Apple company is.
Ron
FairPlay
How big is the downside to Apple licensing FairPlay?
Would the iPod lose some of its shine? Would the music store? Would either of them stop being the best of breed?
Wonder what they could charge for FairPlay?
Ron
Apple specials on friday
Yeah, I got the email. IMO, the frackers oughta give shoppers advance notice of the specials - and I frankly do not expect them to be very special :).
I usually stop by when I am near one of the area stores.
Ron
If cannot meet expectations
Methinks the analysts may be setting up another buying opportunity between earnings and MacWorld.
Who knows :)
Seems I read that Apple is pre-ordering 1.2 billion dollars of Flash memory.
to paraphrase Ev Dirksen, a billion here, a billion there, it adds up to a lot of memory. Gotta be more than one project, doesn't it?
Wonder what all is up the sleeves of Mr. Stevie. We'll see if the news moves the stock one way or the other. Seems like it might make it go up
While I usually refrain from shopping on the weekend after Thansksgiving, we're going to be walking over to Bridgeport Villiage this weekend to see the new Harry Potter movie.. I am sure we will stop by the Apple store to see how crowded it is.
Will send a report. If any here are Thanksgiving weekend shoppers, maybe you'se could do the same
Ron
HUI may get all that
5% tomorrow. Gold up 6.20 this evening, to 494.90 according to Kitco
Flash-based Notebooks, phones
Maybe, over the next year, we'll both be correct.
Apple's advance order for memory.
FWIW, I am hoping it is for telephones :).
f there was any doubt about the central role that flash memory will play in the tech industry's future, it was put to rest Monday morning when Intel (INTC:Nasdaq - commentary - research - Cramer's Take) and Micron (MU:NYSE - commentary - research - Cramer's Take) teamed up to create new flash memory company with a half-a-billion-dollar order already on the books, courtesy of Apple (AAPL:Nasdaq - commentary - research - Cramer's Take).
The size of Apple's advance order raised eyebrows on Wall Street.
Apple, whose iPod nano uses flash memory, clearly wants to secure a supply of the vital component for what has become its most promising business. In the company's most recently reported quarter, iPod sales represented nearly one-third of Apple's total revenue. But according to some analysts, a $500 million order of flash should go beyond any immediate iPod needs.
"It's pretty clear Apple has some interesting plans going forward that have to be bigger than just for an MP3 player," said Thrivevent Financial analyst Jim Grossman, whose firm owns Apple shares.
OT: Today's winner
Yamana Gold AUY.
TivoPod
May not be the killer app, but I suspect it may sell a VideoPod or three for Apple.
It is good :)
Ron
Distribution Pacts Beef Up Apple’s Channel Play
By Joseph F. Kovar and Scott Campbell, CRN
3:00 PM EST Fri. Nov. 18, 2005
From the November 21, 2005 CRN
Apple is making sure solution pro-viders know it sells more than iPods.
The Cupertino, Calif.-based vendor has stepped up efforts to reach the channel by adding one distributor and developing new initiatives with another.
Apple has named Bell Microproducts as its third distributor in the United States. The San Jose, Calif.-based company will distribute Apple’s Xserve rack-mount servers and Xserve RAID rack-mount storage arrays.
Meanwhile, Clearwater, Fla.-based Tech Data has launched a new program to support its Apple solution providers. AppleAdvantage features a dedicated inside and field sales support, vendor product representatives, product management resources, extended-term financing and a larger product catalog for accessories.
Apple has garnered a lot of praise and revenue from its iPod family over the past year, but John Brandon, vice president of the Americas and Asia Pacific at Apple, said the company’s business products sales are nearly as strong.
“The iPod is wonderful, it’s had a huge impact, but most interesting for [solution providers] is our Mac business grew 48 percent year over year,” Brandon told solution providers at Tech Data’s TechSelect partner conference earlier this month. “A PC business grew 48 percent year over year in the current environment, while the entire [PC market] might grow 15 percent, and you’ve watched the last two quarters of Dell. That means our Mac business is growing three times faster than the industry. That’s a real opportunity.”
In fiscal 2005, Apple’s revenue increased 68 percent to $13.9 billion, Brandon said, adding that no company has ever added $5.7 billion in revenue from a base as small as $8.2 billion. “Everything we accomplish in our fiscal year 2005 will act as a springboard for similar success [in 2006]. It will be another ‘greatest year in history of the company,’ ” he said.
Lots more here
http://www.crn.com/showArticle.jhtml;jsessionid=FVUK0EIZ1VGG0QSNDBNSKHSCJUMEKJVN?articleID=174300762
Gammon Lake Resources article
I own some of it. Resource recalculation coming in December - a hint of 10 million ounces in the article. Also says multiple companies have approached them re: a takeover/buyout.
http://www.theglobeandmail.com/servlet/ArticleNews/TPStory/LAC/20051115/REDGE15/TPBusiness/MoneyMark....
Apple top CSFB pick in PC market
Credit Suisse First Boston research analyst Robert Semple maintained a "marketweight" rating on the PC hardware sector after October results from market researcher NPD revealed "elastic" consumer demand driven by aggressive pricing.
"Within the PC market, we continue to prefer the profitable share gainers with compelling product cycles, with Apple Computer (nasdaq: AAPL - news - people ) as our top pick," said Semple.
from Forbes.com
Holy Cow of Calcutta
boys and girls. Apple starting the day up - gold takes another Great Leap Forward (at this point of the morning), silver up, nat gas up, oil up, copper up. Let a thousand flowers bloom, as old mousey dung used to say.
Ron
Old TV shows available via computers and pay per view
When they get the 60 Minutes interview that either Mike Wallace or Morey Safer did with Kris Kristofferson, or the one Dick Cavitt did with Carly Simon - I'll be there with my wallet :).
Ron
OT: To make a good investment day better
Gold up 10 bucks,commodities & natural resources generally up, copper near $2.00 on the spot market.
As K was wont to say: Holy cow of Calcutta.
All on a day
when AAPL is up over 3% in addition to the miner move. A small part of the 4 bagger move in the past two years, but nice.
Life is good :).
Bear Stearns raises AAPL target to $70 from $58. EOM
Just a couple of notes on energy costs
From ordinary, but not poor folks from a travel discussion board I hang out on some
Just got the propane tank filled for the first time this "winter"...$700! and that is for only 2 months! Delivery guys must have been frightened to leave that whopper...just tossed it on the stoop without waiting to get my check.
and
We use oil to heat, and I have cut WAY back on meals out, kids activities, etc. in anticipation. I'm lovin' this November heat wave we've been having, but it looks like that's through.
These are folks who manage some international travel on an occasional basis.
Will Apple go all in?
At this point it is necessary to address Apple’s recent patent filing. The request for patent outlines a method whereby a user could specify three operating systems for the computer to use when booted. For example, you could choose OS X, then Linux then Windows or any combination thereof (OS 9 did not make the cut). It must be noted that this is just a patent filing so reading too much into the legal maneuvering could be an unproductive exercise, after all people will patent about anything if they think it could possibly make a buck down the road. With the idea firmly in mind that there is every chance we are wasting our time let us look a little harder at the issue and see who are the likely winners and losers if the Apple patent is implemented.
http://www.applematters.com/index.php/section/comments/will_apple_go_all_in/
I think some explanatory notes would be helpful. It is a problem data analysts often have when trying to simplify something that is not simple.
A footnote or a note in the body of the graph that defines what you are calling Planned Gold Sales. I would call it Maximum Sales Under Agreement and clearly state that it is the max/52 weeks with a disclaimer that there is, to our knowledge, no requirement to actually sell 1/52nd of the maximun amount each and every week of the year.
It is awkward no matter how you do it when artificially slicing something in a timeframe that is different than that covered in the agreement. Reality does not always conveniently squeeze into the boxes we attempt to create for it.
Heck, that may not even be responsive to your question :), but I am the I buys, I holds, I hopes, simple man.
Yup, it is a nomenclature thing
I think planned is the wrong name :).
OTOH, I just reads stuff and I holds my mining shares and I hopes that they go on up some.
It is a simple life :).
Dell CFO confirms obvious :)
BOSTON, Nov 15 (Reuters) - A senior Dell Inc. (DELL.O: Quote, Profile, Research) executive on Tuesday said that his company is far behind rival Apple Computer Inc. (AAPL.O: Quote, Profile, Research) in digital music, adding that the phenomenal success of Apple's iPod music players have reinvigorated sales of Apple's Mac computers.
"We're obviously not competing very well," with the iPod, Dell Chief Financial Officer Jim Schneider said at a Raymond James investor conference in New York that was broadcast on the Internet.
"Apple has come out with a nice product and I think it's really turned their company around," he said, responding to analysts' questions about Dell's recent earnings disappointments.
planned sales
Do you mean the annual sales figure divided by 12?
Or do you have the central bankers on your speed dial and know what their plans are?
Ron
OT Warning
Forewarned is forearmed? :).
Hope you boys and girls are having fun today. Now stop this before a sense of humor takes over.
OT Libs and Conservs and Nutbags
There is no liberal monolith
There is no conservative monolith
There is no nutbag monolith
That's my story
Ron