Apple Inc (AAPL)

[roni]

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.