About that Jan 2006 comment
I may sell part of the position before then :).
If a iMac for around $500 and a iPod for around $150 is announced, I am in longer term with at least 1/2 of my position. If a decent office suite with a programmable SQL data program is announced, and we get some more clues about iTunes and cell phones and/or an Apple branded/partnered VOIP then that would be icing on the cake.
Clues about OS X for other platforms, iLife for Winders etc... then its katy bar the door.
Ron