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Re: KCMW post# 25588

Monday, 11/29/2004 11:35:46 PM

Monday, November 29, 2004 11:35:46 PM

Post# of 147537
Lang does understand how AAPL could fail !!!

Apple must avoid the mistake they made with their Macintosh Personal Computer systems. At some point they will need to be competitive on price and go for complete domination of share. They also have an opportunity to steal back some of that Personal Computer share if only they would be willing to get just a little bit more competitive on price with their iMac/eMac consumer brand systems. The best time to launch such an effort should be in early 2005. At the right price point Apple could at least double its current computer marketshare. Dell continues to beat its competitors based on price and service. Wether APPLE emulates that approach to their PC business or not .... revenue will continue to grow for the next two quarters based on iPod/iTunes biz.

The big question is wether Steve Jobs has learned from Apple's business mistakes with the Macintosh ..... 20 years ago ?

I think most of us on this board knows what the answer is to that question.

As usual the Stock Analysts are late to the AAPL party .... how many investors lost out on 50% of AAPL's value run-up because the analysts did not do a good job of keeping tabs on this creative company.

Altaire4 .... Go AAPL !!!



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