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Sunday, January 29, 2006 3:18:57 PM
To review, here they are:
Predictions:
Week of Feb 6 - Feb 10 => Word leaks of invitations for special event
Week of Feb 13 - Feb 17 => Announcement that first MacBook Pros have shipped
Week of Feb 20 - Feb 24 => New MacBook Pro 17" model announced
Week of Feb 27 - Mar 3 => Invitations go out for April 1 Special Event (30th Anniv)
Week of Mar 6 - Mar 10 => zzzzz
Week of Mar 13 - Mar 17 => [Insert your own speculation here]
Apr 1 => New iPod Shuffle + iPod Boombox + new MacBook w/redesigned case
The article about 17" G4 Powerbooks being EOL'd certainly supports the first tow of the first three predictions.
I am hopeful that the MacBook (iBook replacement) is available by April 1. I would like to have one to take on a trip to Arizona and Mexico in mid-April.
If the predictions are in the right direction - and I think they are - and if the timing is in the ballpark, I think it is near time to open an Apple trading position again.
Gold has been up 6 weeks in a row. I think 9 weeks is the record - since the late 80's, so it may be time to rotate some, though I will hold a core gold miner position just as I do a core AAPL position.
Silver is another story, maybe. I am not going to lighten up there at all (that may pretty much nail a price collapse in that market.
Energy still makes me a bit nervous short term, but will continue to hold the NR fund that is abouty 70% energy (includes oil services, NG, coal and uraniuim) and the Green energy ETF that I hold).'
Sunday meandering thoughts........
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