Apple Inc (AAPL): Guidance with a side of Crow Oppenhei...

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Altaire4_2dot0

Re: coreguy post# 49448

Thursday, 01/19/2006 10:48:41 AM

Thursday, January 19, 2006 10:48:41 AM

Guidance with a side of Crow

Oppenheimer's conservative guidance was well reasoned. The fact that Apple got some of the new Intel systems out ahead of schedule will pay dividends later in the year when most of the new products are revealed. AAPL share price will grow by at least another 30 % percent in 2006 because of the iPod and Video business. Until comparable Intel iBooks are revealed its difficult to see how well APPLE's new system line-up will sell.

Now to eat some Crow - My estimates of 5% CPU share is highly doubtful at this stage of the Intel rollout. I was expecting AAPL to come up with an aggressive pricing strategy with comparable Intel iBooks from the start. Still, Apple is well positioned with iPod/iTunes and Video downloading.

-Alt

P.S. Lango all bets are off the table.

"The illiterate of the 21st century will not be those who cannot read and write, but those who cannot learn, unlearn, and relearn." ~ Alvin Toffler