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Tuesday, 08/01/2006 9:26:14 AM

Tuesday, August 01, 2006 9:26:14 AM

Post# of 147324
9:02 AAPL Apple Computer: Amtech comments on upcoming WWDC keynote speech; believes near-term upside could be difficult (67.96 )

Amtech notes that Steve Jobs is scheduled to deliver his WWDC keynote speech in San Francisco on August 7, 2006. Based on the firm's analysis, they continue to believe this keynote will most likely be Mac-centric and anticipate that its pro desktop will move to INTC, making the transition essentially 100% complete.

While they believe AAPL will most likely go the "safer" route with Boot Camp, their analysis indicates that there is great customer demand for a seamless way to run Windows simultaneously on Mac. Even if AAPL chooses not to go "virtual", users can purchase Parallels Desktop, which offers this capability; and while they would like to see AAPL refresh its iPods sooner than later, they continue to believe the probability is low that new iPods will be announced at this event.

They continue to see late September-October as more likely. Firm says that given the recent fast and furious 35% appreciation in AAPL shares helped by newfound enthusiasm, they believe near-term upside could be difficult and would not be surprised to see a relief pull-back, particularly if investors find AAPL's announcements disappointing.
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