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    Posted: 13 October 2010 12:55 PM

    The whole thing goes down at 10AM PT on October 20th,

         
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    Posted: 13 October 2010 01:09 PM #1

    OS X 10.7 preview, of course.
    MacBook Air
    iLife
    Facetime for OS X
    and some small updates in RAM or disk space to other Macs.

         
  • Posted: 13 October 2010 01:17 PM #2

    pats - 13 October 2010 03:55 PM

    The whole thing goes down at 10AM PT on October 20th,

    Two days after earnings, something to push the stock up again.

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    .

         
  • Posted: 13 October 2010 02:07 PM #3

    ‘The Return of the King’

    Timing couldn’t be more appropriate.  8-)

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    I don’t mind being wrong…,I just hate being wrong so FAST!

         
  • Posted: 13 October 2010 02:12 PM #4

    That looks like a lion behind the Apple logo. The biggest cat of all.

         
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    Posted: 13 October 2010 02:24 PM #5

    As if we all didn’t think it wasn’t gonna be a Lion this time around.  wink

    Sweet!  Unexpected Apple event just after earnings.  Can’t wait to see what’s in store for my favorite OS.

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    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.

         
  • Posted: 13 October 2010 02:46 PM #6

    As an aside, I love how Apple, with barely a weeks notice, can announce an event and expect an auditorium filled with reporters, as opposed to Microsoft, which just announced their biggest product launch in years, and who had to basically go on the talk circuit and be asked embarrassing interview questions about their past failings and their reduced bonuses, in order to generate any buzz at all.*

    *Man oh man, that was one longassrunonsentence.

         
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    Posted: 13 October 2010 02:53 PM #7

    Eh, not too bad.

    To add to that thought, I love how the timing of this event has a chance of helping AAPL (stabilize or go higher) post-earnings.

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    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.

         
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    Posted: 13 October 2010 03:45 PM #8

    Unique - 13 October 2010 06:41 PM

    Waiting for 330 to hit post earnings.

    I’m planning on a 5% pop, which would put us between $315-$320. I’d rather plan conservatively, and be pleasantly surprised.  :-D

         
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    Posted: 13 October 2010 06:50 PM #9

    Tetrachloride - 13 October 2010 04:09 PM

    OS X 10.7 preview, of course.
    MacBook Air
    iLife
    Facetime for OS X
    and some small updates in RAM or disk space to other Macs.

    and a new ad campaign ?

    Some previous Mac campaigns:

    Macbook Air http://www.youtube.com/watch?v=E98Eyl5Et0w
    Get a Mac Vista http://www.youtube.com/watch?v=80sWifG40B0
    Get a Mac the song and the dog http://www.youtube.com/watch?v=Ae5_QkVtXdg
    PowerMac G4 http://www.youtube.com/watch?v=7Eb1yih5kNY
    iMac G4 http://www.youtube.com/watch?v=sYutehhGknI
    Blue and White G3 http://www.youtube.com/watch?v=uc2HPydo2NE
    iMac G3 http://www.youtube.com/watch?v=83nS4EGKU04
    Mac Switch http://www.youtube.com/watch?v=fupFba-_7-M
    1984 http://www.youtube.com/watch?v=HhsWzJo2sN4

    and the first iPhone commercial

    http://www.youtube.com/watch?v=mmiWTKZzBLY

         
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    Posted: 13 October 2010 06:55 PM #10

    This was unexpected. While I’m looking forward to discussing the technical features of Lion (and competitive underpinnings), the immediate situation we face is that the event is a little more than 1 trading day after earnings. Anyone adjusting their strategy?

    If there’s a sell-of (or flat) on earnings, it seems a no-brainer to buy some more. However, most here, I believe, are bullish on earnings and expect a pop. I was going to sell some after earnings on a pop, then buy back at the nearest dip - but not so sure with this event now!

    What to do?! :bugeyed:

         
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    Posted: 13 October 2010 07:17 PM #11

    It seems to me that the majority of the impact will be from OS X Lion preview.  This is a longer term, not immediate, impact.

    Anything which is available within a month is immediate or short term.  That would/could/should include Facetime, iLife and MacBook Air.

         
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    Posted: 13 October 2010 09:20 PM #12

    Roman - 13 October 2010 09:55 PM

    This was unexpected. While I’m looking forward to discussing the technical features of Lion (and competitive underpinnings), the immediate situation we face is that the event is a little more than 1 trading day after earnings. Anyone adjusting their strategy?

    If there’s a sell-of (or flat) on earnings, it seems a no-brainer to buy some more. However, most here, I believe, are bullish on earnings and expect a pop. I was going to sell some after earnings on a pop, then buy back at the nearest dip - but not so sure with this event now!

    What to do?! :bugeyed:

    It’s a non event for the stock.  New Macs don’t move the stock.  Things I would look for are how is 10.7 enabling cloud computing.  How has the SIRI technology been enabled in the new OS.  What new features will the Placebase and Pushpin acquisitions enable.  Will they bring back inkwell?

         
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    Posted: 13 October 2010 09:37 PM #13

    If you’re playing the shorter-term game, you have to gauge your risk accordingly.  Gains are gains.  Me personally, I would tend to hold my longer-term options unless AAPL went so high up that I decided to take the gains immediately at hand.  I would be quite surprised if AAPL went up anything near 30 points on earnings, even if they’re blowout numbers.

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    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.

         
  • Posted: 13 October 2010 10:30 PM #14

    I think the Oct. 20 “Back to the Mac” event is going to help limit “buy the rumor, sell the news” from Monday’s earnings call.  With a solid FQ4 EPS # and FQ1 EPS guidance, it could be “Buy the EPS rumor Monday” and “Buy more on the Mac Rumor” two days later.

    I’m hoping for a run to $320 - $325.  At those levels, I’ll likely be peeling off 25% of what I own, keeping the rest in case the Apple rocket has another stage for higher altitude.

    That’s my optimistic view at the moment.

    [ Edited: 14 October 2010 12:01 AM by ByeTMO ]      
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    Posted: 14 October 2010 12:09 AM #15

    I’ve got my dream scenario already planned out - sell off all the short-term options, reassess the mid-term trades (depends on how high AAPL goes), keep the longer-term stuff because the AAPL rocket has enough fuel at this moment in time and with present market conditions to still go higher. 

    Is it next week yet?  smile

    Signature

    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.