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Tex

12/12/06 8:17 PM

#64143 RE: clearsailing #64138

re iTS sales

The site you link to seems to suggest the factors I mentioned could be pretty big: failure to include gift cards, and the possibility the sample measured by Forrester give a non-representative view due to its sample size and the exclusion of foreign sales.

Maybe I should hope I get put to at 85, just so I have more shares when the truth comes out about Apple sales (and Zune sales, which should reduce the risk observers attribute to MSFT competition).

At any rate, I'm certainly not looking to sell AAPL. I'm long at least until we get Leopard-related (OK, 10.5, whatever cat that is) news impacts shares in the spring.

I'll be out of the country until the second half of February, and I'll certainly look at the share prices then. I doubt I'll look while I'm traveling Feb 1- Feb 17.

Take care,
--Tex.