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fmikehugo

11/14/03 3:49 PM

#7940 RE: lbotez #7936

Not just Walmart but CNet too. But cool is indeed the key. I simply can't imagine serious online music buyers going to Walmart or CNet. In fact, take the regulars on this board as representative of the iTunes/iPod target audience. Walmart? I don't think so.

But investors will need numbers to sort this out, and I certainly hope they start to pop in the 4th quarter.

Bootz

11/14/03 4:27 PM

#7944 RE: lbotez #7936

Ibotez, I doubt it. I suspect the fact that the Dow was down 70 pts and the Naz almost 40 had more to do with Apple's share price today than any news about a Wal-Mart music store.

I wouldn't dis Wal-Mart's customers too much. The company currently controls 14% of all music sold in the US.

What I'd much rather see is iPods on sale at Wal-Mart's everywhere.

Anybody been in one lately to see what kind of MP3 players they're carrying in the Electronics department?

We just had a new SuperCenter, or whatever they're called, open not far from here. I'll try to get by this weekend.

After I finish RichD's expected lengthy religious dissertation, of course.

Bootz

Altaire4_2dot0

11/14/03 4:55 PM

#7946 RE: lbotez #7936

High Tech Market Jitters

I think that some people focusing on Apple are concerned about sales of iPods being cannabilized by Dell and others. The iTunes Jukebox and store is a lost leader for iPod sales, so alot is at stake for Apple. The IBM 970 has put APPLE in the cost effective performance lead in the High End of the PC market .... that something to crow about. In general, I think the recent Gartner report showing little growth in IT spending as a bellwether for weaker than expected growth in tech stocks. I'm thinking about buying back into Corning now that the Bells want to rollout Optical Fibre to the home.