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merlyn

08/21/05 12:20 PM

#28329 RE: jrinphx #28328

jr: Perfectly stated. eom
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117ny302bxv howdy

08/21/05 1:27 PM

#28333 RE: jrinphx #28328

jr, the INDUSTRY has a Love-Hate relationship with Apple, well, perhaps a Love-Dislike very much relationship.
Revenues generated from iPod has been FANTASTIC for Apple,not too bad for the industry - looking like a beautiful cruise ship with Jobs at the helm.
The INDUSTRY though, has reported to Jobs that there are 3 gaping holes below the water line.
Jobs, formerly 2nd in line for the Titanic Helm says full steam ahead, this ship is unsinkable.
The INDUSTRY gets together below and says to each other, even if Jobs is right, which in fact we think he is wrong, we don't want to sink just a little bit. The INDUSTRY plans a well coordinated mutiny to repair all 3 holes, all are aboard.
Once back at port, Jobs is court marshalled and releived of his duties.
Meanwhile, Jobs other 4 mates are all promoted to Captain and each has their own cruise ship.......sailing into the sunset, full steam ahead.

jr, do you need any interpretation?
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117ny302bxv howdy

08/21/05 1:31 PM

#28334 RE: jrinphx #28328

jr, a couple of other KEY points "It's not I-Pod compatible and has created a negative backlash amongst them for the fact that they cannot put it on thier I-pods."
What if all music created ended up that iPod was not compatible with it?
"Now they just go directly to I-tunes and buy the music there."
That CAN change
"Call me crazy...But I don't see any revenue for MMXT in that equation and Apple knows it!"
YOU are COMPLETELY WRONG, except for the fact that "APPLE KNOWS IT!

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RockStar1

08/21/05 1:44 PM

#28338 RE: jrinphx #28328

JR, you are no fool, sir and I certainly respect that and you are correct on the negative aspect of the investment, the growing outstanding shares which will result in 700+ million, however, you may want to consider that:
1. 2nd quarter was only our 1st growth quarter.
2. sonyBmg has committed to a 100% ramp-up by the end of 2005, this is not just nice things that I and the company are saying but Mr. Hesse himself has said that in two or more seperate public interviews.
3. All the other positives that are occurring in the PRESENT makes this a tremendous speculative play! JMHO.
4. Once the merger is complete(this year) with everything else kicking in(this year) and the ACE in the hole play, of pulling from the DTC(at mgmt's discretion,(this year)).
5. We could/should/will be looking real good by year end and positioned for EXPLOSIVE growth for 2006, yes, time goes on and the future looks extremely bright, this we will not apologize for.
6. Remember sirius radio(2b shares), I think they hit $10.00 per share and LIQUID, well, I like our positioning better than their positioning, when at the same level of developement. WHY? They were not the market leader, XM was, I also like our growth possibilities better,jmo. Sensible folks will say that intuitive folks are crazy, while at the speculative, pre-explosive developemental stage and thats ok because thats just part of what makes a market.
mariomax