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Tex

07/06/06 12:59 PM

#58365 RE: Bootz #58363

re buying AAPL

If I hadn't already done my AAPL buying, I'd be attracted. However, between my existing holdings and my intent to move within the year, I am not adding to any equity position.

I don't happen to see Apple looking particularly upwardly mobile until there are some more sales numbers indicating success in the transition-to-Intel period. Once Apple has actually migrated the whole line-up, viewers will be in a better position to see "normal" earnings, whatever that is. Of course, there's always the question whether Apple's ineptitude in selling to institutions will cause it to blow its foot off. Who knows, maybe CDW will figure out how to sell Apple to enterprise, and save Apple the trouble ....

Take care,
--Tex.
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roni

07/06/06 1:27 PM

#58368 RE: Bootz #58363

Bootz,

buying Apple. Not yet, and I am 80% cash now. I'm going to watch earnings and the reaction to earnings, very likely with zero AAPL position. Risk averse right now. Having a good year and plan to keep it that way :).
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Pete_Y_48

07/06/06 1:57 PM

#58370 RE: Bootz #58363

RE: Buying Apple
Yes, I am buying small lots of AAPL ever since the announcement of the options irregularities. I felt that the stock would react poorly (as it has) and the price would be depressed. I believe the focus is on the bad (options, Microsoft coming out with iPod competitor, slowing iPod sales) and not on the good (possible large expansioni of computer sales from the Intel chip machines).

The anechdotal evidence of huge Mac Book and Mac Book Pro sales, if true, might be the equivalent of a slap up side the head. In any event, we will see on July 19th.

Also, my accumulation of AAPL is another reason why I am going to WWDC. I want to see exactly what Apple is presenting for it's future. I won't be selling until after then, and probably not for a very long time.