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dual Bootz.eom
Blue, I think its very reasonable to be nervous after the recent stunning successes AAPL has demonstrated.
For along time it looked like Microsoft had the whole personal computer market sewn up.
Steve Jobs has made some big blunders in the past and I believe he has learned from them. The important thing is that Steve Jobs is the type of CEO that is never satisfied with the status quo and is willing to entertain and adopt new technologies at a rapid pace. The iPod/iTunes with Quicktime strategy gives Apple a very big opportunity to garner more market share. I'm expecting any day now to hear more Apple naysayers to pop up and declare that all these recent gains have been a fluke and that Apple cannot sustain this pace of innovation .... they will be wrong.
A good percentage of satisfied customers who purchased those 14 Million iPods will do what even the best advertising campaign is unable to do ... sell more iPods and even some new Apple systems.
The Big questions now are what new products beyond intel based systems Cupertino has in their labs ready to pounce. How does Apple Top 10.4 Tiger with 10.5 leopard ? What other Media centric devices will Apple offer this year beyond refinements to the iPod line-up ?
Lots of questions and very few answers ?
Its truly an exciting time to be an AAPL investor.
-Alt
NAND Flash Shortage
Shortage of Samsung NAND flash limits Taiwan availability of Apple's 4GB iPod nano
Latest news
Jimmy Hsu, Taipei; Esther Lam, DigiTimes.com [Monday 16 January 2006]
Taiwan distributors are facing a shortage of the 4GB version of the iPod nano as Apple strategically pushes the 2GB version amid Samsung Electronics' tight high-density NAND flash supply. The 2GB version currently sells for NT$6,500-6,900 (around US$200), while the 4GB version is around NT$8,500 (a little over US$250); obviously the latter uses double the amount of memory at a price that is just over 25% higher.
Apple Taiwan commented that its stock is allocated from its US head office and it has no knowledge of any strategic supply preference for the 2GB iPod nano over the 4GB version.
Taiwan distributors said that, despite stiff competition for stocks and strong demand for the 4GB iPod nano, orders are being limited to two to three hundred units. This shortage has persisted for two to three months and the distributors do not expect it to be resolved in the near term. High growth in demand is exasperating the problem: global sales of iPod rose to 14 million units in the fourth quarter of 2005, up over 210% from 4.5 million in the same period of 2004.
Although Samsung has said that its NAND flash output more than doubled in 2005, it predicted last week that there would be a global NAND flash supply shortage from the second quarter of 2006.
In order to catch up with demand, Samsung plans to boost monthly output at its Line 14, which is the fab dedicated to NAND flash production, to 60,000-70,000 12-inch equivalent wafers by year-end 2006, up from 2005's 30,000.
The chip giant also plans to gear up its process development. Samsung plans to migrate half of its NAND flash production to its 70nm node this year, up from 26% last year.
http://www.digitimes.com/bits_chips/a20060116A5026.html
10.4.4 upgrade
Linda the important thing to do before upgrading any Apple system is to do some basic maintenance. Run Applejack or another maintenance tool of your choice before every upgrade and you should be good to go. I'm unaware of any big issue with 10.4.4. The safest way to do the 10.4.4 upgrade is to download the Combo updater and run it locally from your machine.
-Alt
Roni, I'm running 10.4.4 on a G4 Ti Powerbook 400 mhz
however I upgraded the Hard Disk to a 60 GB 7200 rpm w/ 8 mb buffer drive ..... the performance is faster than when it was running 10.3.x .....impressive considering I'm dealing with a 5 Year old Powerbook. The only drawback ..... I need a NewerTech higher capacity laptop battery because the Hard disk draws more juice when its running. There is something odd though the system runs cooler I would have expected that it would run hotter.
-Alt
Friendly Wagers
Thanks Linda, Well it appears that wager is a little to rich for Lango to accept. hmmm ... i'll have to consider his counter proposal.
-Alt
OT: Overstock Warehouse Sale
Hmmmmm..... Checkout Overstock.com nearly half of its surplus computer systems they are selling are IBM thinkpads. Sorry no Apple systems available.
-Alt
WLD, Dell and Walmart
Streamlining production is not the same thing as creating long lasting wealth opportunities. Nearly thirty years ago APPLE gave many small fledgling companies like ADOBE, Microsoft and others some of their first opportunities.
FORD - Henry Ford upped the wages of his employers so that they could afford to purchase an automobile. WalMart is unwilling to pay even a portion of the vast majority of its employees health care. Leaving many of their low wage workers trapped and one paycheck away from poverty.
DELL - I had to fight with a Dell regional support manager some years back inorder to cover faulty LCD panels. Dell soon outsourced most of its technical support. They then started charging businesses like the one I support a premium for what they refer to as gold support but in essence charging us for the same support we had gotten for free inorder to get our business in the first place.
These Inventory and distribution methodolgies you refer to that Walmart and Dell use where pioneered and used by our U.S. Military 30 years ago.
Walmart was the first - and for a long time the only - retailer to see the potential in applying IT to super-fine-grain inventory and distribution control. Dell completely changed the way PCs are built, sold and delivered. This may not be glamour-stuff to techno-weenies, but economy-wise it's real rubber-to-pavement stuff and supremely vital.
Thanks Linda .... It will be very interesting if Lango accepts my wager ?
..... Well since you asked
How about a Lifetime paid Premium membership too iHub ?
if you lose ..... you pay ..... If I lose I'll pay.
And a 30 % percent return from AAPL for the next Fiscal year is far from bullish.
-Alt
Linda that says it all !!!
Go AAPL !!!!!
Lango you avoid your rationalizations by ignoring the questions.
I've answered your question already.
Its a freaking Billion Dollar industry that Apple established.
So, what has Mikey Dell and Walmart innovated ?
Lango, tell us what Billion Dollar industries have they created ?
Apple is different because they spur growth and leave room for creative third party software and hardware solutions. They even provide free software tools.
Apple designed the iPod to be expandable and accessorized. Checkout all the third party accessories and software for the iPod line. This has helped out alot of smaller American companies bottom line.
I stick by my statement of at least 5% share by 1st Quarter 2007 (End of 2006).
Name your stakes ?
-Alt
Earth to Lango
Apple is different because they spur growth and leave room for creative third party software and hardware solutions. They even provide free software tools.
Apple designed the iPod to be expandable and accessorized. Checkout all the third party accessories and software for the iPod line. This has helped out alot of smaller American companies bottom line. Its a freaking Billion Dollar industry that Apple established.
What great innovations does Dell and WalMart do other than nickel and dime over labor costs.
How do you expand or accessories a DJ Ditty .... only the BIC corporation knows for sure.
-Alt
OT: Google Earth
Latest version of Google Earth for Mac 10.4.x is awesome.
http://earth.google.com/download-earth.html
-Alt
Why would a corporation divest themselves of a truly profitable business ?
Unless the profit margins are razor thin and the business model does not fit its core competency. In the case of IBM their consulting R&D and Enterprise level business is where the profits are .... not StinkPads.
Corporations like IBM, Xerox and DEC missed the boat on the Personal computing market because they had no clear scope of understanding what markets would emerge from this.
Dell and Walmart make money because they cut out the middlemen and sell for the lowest reasonable cost and use the old bait and switch loss leaders. If you add all the features of a comparable high end Apple system on the Dell store you realize that their not as good a value as it first appears. These businesses succeed by outsourcing to cheap labor markets in a big way at the expense of American workers.
You cannot sustain the US economy like this for very long American workers need better paying Jobs to sustain our Mass Consumption of good and services.
-Alt
84.69 in Pre-Market.eom
WLD that was a conservative estimate
The General health of the US economy is still a WildCard ?
but if Mac CPU sales grow by 50% the stock price will not get cut in fact the stock value will go up another 30 %. An yes thats a conservative estimate as well.
If Apple only sells another 40M iPods this year, the stock will get cut in half. At least.
-Alt
Bootz, If they want a bigger share of the CPU market
AAPL will need to compete with Dell to some extent. iPod/iTunes is what has grown AAPL's revenue. If the economy hits the skids Apple should be prepared to compete on price. The inexpensive iPod Shuffle did wonders for iPod sales because it was a goood value. A value line of MacBooks should be available if and only if sales falter. If they are not willing to get aggressive on price they should just OEM Mac OS X to a PeeCee vendor and be done with. Then Apple can continue to refine and build cool gadgets.
-Alt
IBM sold its ThinkPad's to Lenovo because they couldn't make money.
-Alt
AAPL needs Aggressive Pricing
to Match that Excellent Intel AD.
I agree with your assessment and I believe if Apple does not meet its CPU sales goals within the next Two months they should aggressively discount these systems. Apple could conceivably sell another 40 Million plus iPods this year which will help carrying the next Three quarters. They should strike while the iron is Hot and go for more Personal computer market share now. Apple has a finite window of opportunity; Two years from now iPods will be just one big Yawn. Windows Vista will be stable and will come close to matching Apple's Operating System advantage, unless of course Leopard 10.5 is some quantum leap ... which I doubt. They should drop the premium pricing and match Dell dollar for dollar for a couple of years even if you have to burn some cash to do it.
I don't think that kind of price gap is sustainable for more than 6 months. Look for price drops on the MacBooks by fall.
-Alt ..... Go for the Jugular AAPL !!!
Linda, I'd rather stress over making money rather than losing money anyday.
I expect we'll have a few dips before earnings. Stay long on most of your AAPL investment. But, lock-in some cash if you absolutely need it.
-Alt
Not to worry ...
for a reality check I'm sucking down some Redmond Kool-Aid.
Those Transparent Window Edges are so Uber Kool.
Hasta La Vista
-Alt
Hey Linda another good day for AAPL.
Selling AAPL now is awfully tempting but I'm resisting the urge I'm still confident we will see 88.00 a share before earnings. I sold another profitable position just to lock in some gains and to appease my conservative side.
-Alt
OT: PodZinger RSS search engine out of Beta.
http://www.podzinger.com/
-Alt ..... Go AAPL !!!!!!!
Bootz congrats on your wise investment decisions.
-Alt
Firewire Support ...... Sweet.
Thank You ..... Sir Bootz
-Alt
ALVR on Track.eom
UP, UP and Away 84 . ......
83.64
Exceeding Expectations understated the reality !!!!
I grant you that expectations are very high but I'm confident that AAPL iPod sales will exceed expectations.
-Alt
82.90 in Pre-Market .... congrats to all Longs !!!!
Great Keynote
They may have additional announcements between now and earnings.
-Alt
81.33 in after hours.eom
Theirs your support 79.42 now.
Nice upgrades whatever you call them.
-Alt
Louis great trade !!!!
81.66
Steve Jobs started his Tuesday presentation with a recap of some of Apple's highlights from the previous calendar quarter. He said that Apple now has 135 retail stores open around the world, and saw 26 million visitors over the holiday quarter. Apple's retail stores pulled in more than $1 billion in revenue for the quarter.
Jobs said that Apple sold 14 million iPods this holiday season, compared to 4.5 million for the 2004 holiday season -- that averaged to more than 100 sold every minute. The total number of iPods Apple has sold since the music play was first introduced in 2001 -- 42 million.
AAPL and ALVR .... Up !!!
Tomm, Maybe AAPL will get aggressive on price.
People where surprized by the iPod Shuffle pricing. Apple has a finite window to establish CPU gains while iPod revenue can carry the next four quarters. It would be a smart strategy to get aggressive on price before Windows Vista launches.
-Alt