View Single Post
  #2 (permalink)  
Old 01-04-2007, 05:59 PM
npg's Avatar
npg npg is offline
Senior Member
 
Join Date: Jul 2006
Location: Austin, Texas, U.S.A.
Posts: 843
Re: Apple Computer, Inc. (AAPL)

That entirely depends how flexible your view is. Arguably, AAPL has the buzz. Also, I can see them taking a nice bite of the desktop market from microsofts 95% dominance.

Being an IT professional (games) and very fond of all things UNIX, there is simply no good desktop on UNIX (and Linux) until Apple came along with OS-X (which is a NeXT Step revamp). In that area they have little competition from Linux (and the like) as well as from MS for that matter.

I was on the Vista trial and the system is a joke. People will find it hard to get enthusiastic about.

AAPL also has a nice pipeline of sexy products and it doesn't look like it is going to dry up too soon.

With the prospect of broadband nowadays being a de facto standard, I can anticipate a huge convergence between consumer electronics and IT. Right now the battle is for the multimedia living room (and household even?). There is no company better positioned than AAPL to come up with products in this --and possible other areas such as telecoms-- that will easily find a broad audience and high acceptance rates.

I think I understand AAPL and therefore I have a substantial position in it. When I first tipped the stock as a potential value buy on this board it was a 56$.

Valuing it can be tricky though and people might find it difficult to get in at these lofty valuations. You definitively won't get in with a MoS right now.

I see it as a 30% grower for the time being.

Note that the tools tell you to get back in. I agree with the tools. Macworld is next week.
__________________
Anything too stupid to be said is sung. [Voltaire]
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote