Wednesday, May 17, 2006 8:53:15 AM
WLD makes the outlier list again :)
The bad news is it won't help, as Apple will warn either this Q or next.
"Pent up demand" is a myth.
Sure Apple could warn. I think the probability of that happening is very low, given Apple's penchant for conservative guidance, but I would not assign it a probability of Zero, maybe I'd give it a 2-4% probability.
The die is cast, Apple's path is set and it is one of higher market share, new markets, more profits and happy shareholders. Could there be additional bumps along the way, sure there could. Have you ever seen Apple manage a major transition as well as this one has been managed? I do not remember one.
To quote on of the pretty good political speeches of the late 20th century:
For all those whose cares have been our concern, the work goes on, the cause endures, the hope still lives, and the dream shall never die.
And I'll bet you several of us can identify the speaker without breaking out Google.
The bad news is it won't help, as Apple will warn either this Q or next.
"Pent up demand" is a myth.
Sure Apple could warn. I think the probability of that happening is very low, given Apple's penchant for conservative guidance, but I would not assign it a probability of Zero, maybe I'd give it a 2-4% probability.
The die is cast, Apple's path is set and it is one of higher market share, new markets, more profits and happy shareholders. Could there be additional bumps along the way, sure there could. Have you ever seen Apple manage a major transition as well as this one has been managed? I do not remember one.
To quote on of the pretty good political speeches of the late 20th century:
For all those whose cares have been our concern, the work goes on, the cause endures, the hope still lives, and the dream shall never die.
And I'll bet you several of us can identify the speaker without breaking out Google.
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