Apple Inc (AAPL)

[roni]

The RB Board and AAPL stock

<i<Folks, the iHub community was never intended to replace RB, but merely to provide an alternative

Intentions don't always work out. I looked at the RB board this morning. It has replaced it. RB is dead, long live RB. I would suggest that this board is is exactly a replacement for RB for many of us. I, for one, and delighted with that.

Onto AAPL. This summer will be pretty much wasted, IMO, in terms of share price appreciation--unless a large number of individuals and institutions decide this is a good price to get in for the last quarter of this calendar year and 2004-05, when many of us feel like the revenue picture for Apple will improve considerably.

Factors I see going for Apple in the 4th quarter: delivery in numbers of G5 computers, Panther upgrades, continued sales of peripherals/digital devices (iPod iSight), likely introduction of enhancements to iPod (AV) and possibly another use or two for digital devices, iPhone or equivalent.

Other possibilities are international Music Store sales, iTune and Music Store for Windows.

What I plan to do is wait for a drop in the share price of 5-10%. As always, what I do when depend, in part, on how my other investments are doing.

Ron