Man, here is a great assessment of APPL over at BusinessWeek . If I may quote:
At first blush, it doesn’t make any sense. Apple has introduced three hot products this year—the innovative iBook, an inch-thin titanium laptop, and a new operating system. And it’s one of only two PC makers—the other being nemesis Dell Computer—to turn a profit during the just-finished quarterly earnings season. Yet Apple’s stock has been drifting lower since mid-July. How can this be?
Exactly!
That the market counts on Apple for innovation is its greatest strength.
That is a fantastic observation and I’m glad that I am not the only one making it.
Any one of Apple’s three major 2001 innovations would have buoyed the stock of a Gateway or a Compaq for a year. But for Apple, nothing short of a replacement for the aging iMac will juice the stock.
Can anyone say “flatpanel iMac”? Can someone deliver one soon? I just wonder if Apple is waiting for 2002 to introduce that puppy because sales are just too dang soft. Meanwhile, Microsoft still claimes that Windows XP will drive the sale of hardware. Yea, right.




11” MacBook Air 1.6GHz dual-core Intel Core i5: $999.00 Delivered
