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A couple of Quick Points.

1. Unlike Wintel boxmakers, Apple does not make a commodity machine. Most people couldn't care if they buy a Dellor Compaq or Gateway, as long as it works and it is cheap. Warren Buffett would say that the PC makers are now commodity companies, and commodity companies, since they are based always on lowest price point usually lose their edge over the competition. I'll bet 4 years from now that the new HP-Compaq is a mess, the same way Daimler-Chrysler is now.

2. Since Apple is not a commodity maker, it can command higher margins for it's product. It can also afford to takes risks that commodity boxmakers cannot. Some succeed like wildfire, as the 5 million plus iMacs out there prove. Some just don't fly, like the Cube. (Good machine, no market for it.)

3. With Microsoft's new scheme for liscening, the fact that they are axing java, etc. leaves something to be desired. Apple has the solution. The public just does not know it yet.

4. Apple is forging ahead on a number of fronts. The new retail stores are one. Unlike Cow Country, where there's just samples in sight, here at the Apple Stores you can actually purchase a computer and walk out with it. (What a concept!) This summer, Apple surged back into higher education with the purchase of Powerschool, the #1 administrative tool for k-12.It has hit the Ed market hardcore. Also this week, Apple opened up an online store for the Feds. (Finally government decisions that may make sense!)

5. Don't underestimate Apple. Everybody seems to, but then Apple surprises the lot of us with the greatest products and the innovation we like to see so much. (Did you know that Intel developed USB? Did you know that no one cared, until Apple liscenced it for the iMac line? That changed everything!)

6.CA$H CA$H CA$H CA$H CA$H CA$H CA$H CA$H Need I say more?

7. In the short run there's gresat news on the horizon. It was this time last year that Apple's stock price tumbled to lows not seen in a long time. It has remained basically in the same area all year (give or take). When this quarter is up, Y-O-Y stock price numbers will look very good. With cash on hand, margins about the same...AND having met or exceeded analyst expectations for the year, Apple is poised to trot (not gallup) its way to nice stock price increases.

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