Apple taking all the top spec CPUs is coming alongside the release of Leopard, and importantly, this is the first time Bootcamp is fully released. With bootcamp fully supported, we may see some enterprise sales. Apple’s direct sales people have been talking to enterprise prospects ever since 10.0 came out. Now could be the time for some major customers to make the switch. I have the impression (but can’t track as the info is under NDA) that Leopard also incorporates the kind of knobs and dials that enterprise IT guys like to have to keep client workstations in line.

A couple of Fortune 500 wins announced with Leopard release would be very nice.

With all this positive talk, you guys are making me feel guilty for dumping my 1350 shares in AH yesterday

A stock split would be nice, but I think Apple would have completed one by now.

A 3 for 1 would only take place if the stock hits over 200 which I don’t see happening until mid 2008.

I think Leopard and Boot Camp will be is the biggest reason for the accelerated market share increases that we will witness in the next 24 months.

I bought a Gateway back in April( some sympathy please) and Vista is a joke. It is for sale by the way, any takers. Didn’t think so. I did not know which of those two clowns to hate the most. Who does that guy think he is! She is in his pocket, Bitch!!!  

[quote author=“Hamourabi”] Scott Moritz at his best

The definitive proof he is as stupid as he looks

Laura, either you are to conservative or I am to optomistic, but I think we will blow by 200 in December.

[quote author=“omacvi”]With all this positive talk, you guys are making me feel guilty for dumping my 1350 shares in AH yesterday

A stock split would be nice, but I think Apple would have completed one by now.

A 3 for 1 would only take place if the stock hits over 200 which I don’t see happening until mid 2008.

I think Leopard and Boot Camp will be is the biggest reason for the accelerated market share increases that we will witness in the next 24 months.

[quote author=“omacvi”]

A 3 for 1 would only take place if the stock hits over 200 which I don’t see happening until mid 2008.

That’s funny…I’m thinking 200 by Earnings in January!

On the ZFS issue.  From Insanely Great Mac. Original Computerworld article here .

Apple faces potential lawsuits , as it prepares to release OS X 10.5 Leopard with support for the ZFS file system, as Computerworld reports. ZFS, designed by Sun, allegedly infringes upon patents held by Network Appliance Inc., which has filed suit against Sun.

Recently, it has been oft-rumored that ZFS would be left out from the release version of Leopard. However, an Apple spokesperson said this week that “Apple will provide limited ZFS support in Leopard, It will only be available as a read-only option from the command line.”

Previous seeds of Leopard have been distributed to developers with ZFS read and write access disabled.

The 128-bit ZFS file system is superfast and its storage capabilities are far greater than 64-bit file systems. Technical issues related to ZFS’s boot support arose, however.

Until the Sun-NetApp lawsuit is resolved, it’s unlikely Apple will enable ZFS write capabilities in Leopard. But developers believe it is the ideal file system for Time Machine, Apple’s automated backup system, a key feature of Leopard.

[quote author=“johnnyvn”][quote author=“omacvi”]

A 3 for 1 would only take place if the stock hits over 200 which I don’t see happening until mid 2008.

That’s funny…I’m thinking 200 by Earnings in January!

Can I sell AAPL to you two guys at a discount now?  Say $189?

[quote author=“johnnyvn”][quote author=“omacvi”]

A 3 for 1 would only take place if the stock hits over 200 which I don’t see happening until mid 2008.

That’s funny…I’m thinking 200 by Earnings in January!

Sorry but I don’t see it.  WS does not respect this stock enough to drive the price that high.  One little hiccup between now and Jan and we can see come down 10 points in a heartbeat.

[quote author=“omacvi”][quote author=“johnnyvn”][quote author=“omacvi”]

A 3 for 1 would only take place if the stock hits over 200 which I don’t see happening until mid 2008.

That’s funny…I’m thinking 200 by Earnings in January!

Sorry but I don’t see it.  WS does not respect this stock enough to drive the price that high.  One little hiccup between now and Jan and we can see come down 10 points in a heartbeat.

I kind of see it the same way.  Apple is the Rodney Dangerfield of WS.  If Apple misses just one number, the rats will flee the sinking ship.  I’m very curious as to what the analysts will say if the stock doesn’t live up to expectations.  Why do you get this feeling, when nearly everyone here is showing such overwhelming positive numbers that Apple can’t possibly miss.  I’d like to hear your reasons.

For instance, what does Baidu do to be worth the price that it is.  What does it even do for users in the US?  Yet investors are pouring money into that company like no tomorrow.  Does it really have so much more potential than Apple?

I think the Apple sales numbers are there, but do they actually have any connection to the stock price.  Won’t the shareholders just do massive profit-taking?  I’ve seen too many companies do very well and WS just yawns.  I’m just concerned that Apple investors are not that confident in pumping up it’s stock price.  I hope I’m wrong.  Do you feel $180 by the end of the year is likely?

[quote author=“Constable Odo”]

For instance, what does Baidu do to be worth the price that it is.

It makes them some fast money. It’s not the company, it’s all about the stock and its rapid growth and a quick buck.

[quote author=“Constable Odo”]
Do you feel $180 by the end of the year is likely?

It’s certainly possible. If we can hit 170 at earnings (which is very possible) will it really take two months to gain $10? In Apple’s biggest earnings season?

[quote author=“omacvi”]With all this positive talk, you guys are making me feel guilty for dumping my 1350 shares in AH yesterday

A stock split would be nice, but I think Apple would have completed one by now.

A 3 for 1 would only take place if the stock hits over 200 which I don’t see happening until mid 2008.

I think Leopard and Boot Camp will be is the biggest reason for the accelerated market share increases that we will witness in the next 24 months.

omacvi !  Why would AAPL stop it’s momentum now ?

1) We finally have Mac sales on the verge of exploding and only to be further accelerated by a critical-mass build up

2) We have an unexplored segments for Leopard Server products

3) iPods are only 40% into riding in it’s full potentials.

4) Apple iPhone has just been handed it’s formal birth certificate and it will evolve into a brand new computer platform within the next 3 years. A market many times bigger than the traditional desktop business. Apple is right now transforming the entire mobile handheld market. I for one will certainly not be travelling with my laptop anymore in 2011 at the very latest.

No, by that time I will be travelling with my Apple handheld with full desktop capabilities. And the market for those will be the primary sector of growth. This is huge!

5) By that time iPod will have merged into the iPhone and there will be grades of these spades.

6) Homes. Do you really think the better half of incomers are going to put an ugly dugly non-branded and non industrially designed “my-home-computers” next to the expensive interiors and furniture’s in their future digital homes. An ugly dugly non-branded and non industrially designed digital hub into the expensively designed living rooms, conversational kitchen’s, bedrooms, cars ?  No, the days of my-compute-in-the-cellar are over.

7) All this will be tightly sealed with the Worlds only operating system that will be specifically made for these devices. Designed for perfection, both body and soul.

AAPL will be at $200-$220 by next the very next January.

The party has just been announced. Do you own a ticket !!!

I agree with much of what you are saying.

When I have time I will explain my reason for dumping 100% of my position.

[quote author=“omacvi”]Sorry but I don’t see it.  WS does not respect this stock enough to drive the price that high.  One little hiccup between now and Jan and we can see come down 10 points in a heartbeat.

IMO, what the street doesn’t respect is the guidance. But, they are catching on that they need to bump it by about 50%. This will eventually come back to bite AAPL in the a$$, but not for a while.

I think earnings will be a blow-out and will propel the stock higher, close to $200. The news of how well the iPhones, iPod Touch, iPod Nano, and Macs sell during the Xmas shopping season will only add fuel - I fully expect an enormous Q1 2008 for them.

Oh, and expect analysts to *finally* get a clue about the revenue sharing on the 22nd.

HAB

[quote author=“omacvi”]

Sorry but I don’t see it.  WS does not respect this stock enough to drive the price that high.  One little hiccup between now and Jan and we can see come down 10 points in a heartbeat.

Yeps, that’s correct. But: no results on the stock market have ever arrived in a straight line. On the stock market 2+2 is not equal 4. It’s rahter 2+1-2+1-1+3 = 4 !

What difference does it make if you get rich or poor one month sooner or later. It makes absolutely no difference whatsoever, zero. Unless of course if one is gambling for borrowed money, which is madness for small-fish like us.

AAPL has nothing to do with WS’s respect. If the AAPL boobs are big enough investors will be there. Drooling! Trust me. There is no respect on WS. Respect does not exist on those kind of streets.

[quote author=“xumbra”][quote author=“omacvi”]

Sorry but I don’t see it.  WS does not respect this stock enough to drive the price that high.  One little hiccup between now and Jan and we can see come down 10 points in a heartbeat.

Yeps, that’s correct. But: no results on the stock market have ever arrived in a straight line. On the stock market 2+2 is not equal 4. It’s rahter 2+1-2+1-1+3 = 4 !

What difference does it make if you get rich or poor one month sooner or later. It makes absolutely no difference whatsoever, zero. Unless of course if one is gambling for borrowed money, which is madness for small-fish like us.

AAPL has nothing to do with WS’s respect. If the AAPL boobs are big enough investors will be there. Drooling! Trust me. There is no respect on WS. Respect does not exist on those kind of streets.

Okay, okay.  I just need reassurance, that’s all.  I’ve no intentions of selling my Apple stock.  I’ve got more money to invest and decisions to make where to spend it.  The small amount of bad media talk makes me nervous even though the majority of the Apple news is very good.

Re: AAPL Breaking News and Events

[quote author=“sleepygeek”]Apple taking all the top spec CPUs is coming alongside the release of Leopard, and importantly, this is the first time Bootcamp is fully released. With bootcamp fully supported, we may see some enterprise sales. Apple’s direct sales people have been talking to enterprise prospects ever since 10.0 came out. Now could be the time for some major customers to make the switch. I have the impression (but can’t track as the info is under NDA) that Leopard also incorporates the kind of knobs and dials that enterprise IT guys like to have to keep client workstations in line.

A couple of Fortune 500 wins announced with Leopard release would be very nice.

Oh, yeah. Apple brings out the latest Intel chips in volume before the competition. It works to Intel’s advantage (Apple is now an exclusive Intel customer) and puts Apple on the fast track to ship Mac Pros in huge volumes following the release of Leopard. Like I’ve said, Leopard will directly account for about 500k Mac shipments this quarter and a significant upgrade to the Mac Pros in time for end of tax year buying will add nicely to sales.