Apple Inc (AAPL)

[roni]

striking gold

The relevant questions for me right now are:

Does Apple strike silver or gold with the Mactels? If so, how rich is the deposit (how many grammes per ton of ore), and how large are the reserves?

Secondly, what is the quality of their exploration properties?

Lastly, are their geologists and engineers good enough to bring the metals out of the ground profitably?

Largely unanswered at this point, those questions are.

I think they make money on the Mactels. I think their IP and product development process seems to be working for now.

Overall I am not sure. You know, Robert Friedland of metals fame and the CEO of Ivanhoe Mines was a buddy of Steve Jobs' back in his Reed and early post-Reed days.

Apple could be a wealth creator for some time. Intel will be, I think, a good partner. I feel some uncertainty, though. I always get nervous when almost all my stocks and funds have made a good run :)