Apple Inc (AAPL)

[roni]

I'd be curious what your "outside" timeline is based on.

Full quarter of MacBook Pro availability
Full quarter of Intel Mini
iBook replacement introduction (MacBook?)
Real Video iPod intro
Anticipation of back to school sales
Anticipation of holiday quarter
Anticipation of Intel Tower sales
Anticipation of iPhone

and to a lesser degree, progress in enterprise storage and server gains - these are going to creep up, though.


Could be derailed by reduced consumer spending
Economic slowdown
Transition hiccups
Other items I am not thinking of now.

It is enough for me to keep my current position for now. If there is a mini-run into April earnings, I may sell 1/3 to 1/2 of it, though - cause I see that as a major short-term challenge.

I view Beatles lawsuit as a non-event at this time