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Post# of 147437
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Wednesday, 03/29/2006 3:37:02 PM

Wednesday, March 29, 2006 3:37:02 PM

Post# of 147437
What a pleasant day in the market.

AAPL up, Jan 65 calls up, precious metals up across the board, pretty much, CWPC up. Portfolio near all time high. Unlike Bootz, I have no dogs and am not much of a kicker anyway :).

If the timing of the phone rumor is accurate (or anywhere near accurate), that will be very nice. The prospects of an iPhone, the completion of the intel transition and the possibility of significant increases in CPU sales due to the anticipated ability to easily boot a Mac to a Windows OS if one chooses to were plenty to maintain a core and add to it a couple of times over the past couple of months (all reported previously here)

Not to say there have not been some twinges of doubt - but not enough to think seriously about selling. Having written that, watch AAPL plummet now *grin* I have also written about what I plan to do if that happens. Those plans are unchanged.
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