Last Minute Rumors and Notes

[billyboy]

Originally posted by Ananna
Old Stockmarket Quote: Buy the rumor, sell the news.

Expect the stock price to drop again after the machines are released. At least, if you believe the theory behind the quote.

The theory sounds about right, and also the AAPL share prices in May and June for the last three years have been almost predictable - a sharp rise in the first 2 or 3 weeks in May, short term investors try and choose the right moment to offload for a profit then they watch a price drop and then not much activity until this time in June. The thing is, the reasons not to sell this time round are more compelling than to offload - IMO.

I reckon a blockbuster film judged on performance over a matter of weeks in this instance has little to do with Apple's sales plan encompassing the next 6-18 months.

If over the next 6 months Apple dont bring out a 970 whizzo machine, then they will get hammered, so something exceptional has to be on the way because Apple cant afford to get hammered in the hardware dept. Add the new corporate software move offering iTunesMS coupled with iPods for Windows, and optimism for increased market share is quite high.

Factor in the 6-month period being mooted to bring out these goodies, ie new 970, iTunes for Windows and Panther, but not all in one swoop, the near future rather than "early July" is being laid out as an optimistic time. Also, the introduction of these goodies is the time in which Apple are laying the foundations for a good 2004. There is talk of success but not talk that Apple will be projected into the stratosphere so as to take over the number one spot from Windows.

Apple doesnt have to be a Lion King hit to generate confidence. It only has to at least bridge the gap with PC processors. I reckon Apple shares have at least 6 months of optimism awaiting them as the "new generation of product lines" comes out, and it is optimism that bumps up the share price.

My $19.14 worth and rising!????? Xmas 2000 was a good time for AAPL, so why not Xmas 2003?

 

[prosaic]

~OT: 32-bit Panther?

This is sort of OT, but has there been any word on whether Panther (OS X 10.3) will continue to support 32-bit hardware as it moves into the 64-bit realm? I wouldn't think Apple would be so silly as to do this, but then again, I haven't seen anything confirm that they're not.

 

[mathiasr]

Re: ~OT: 32-bit Panther?

Originally posted by prosaic
This is sort of OT, but has there been any word on whether Panther (OS X 10.3) will continue to support 32-bit hardware as it moves into the 64-bit realm? I wouldn't think Apple would be so silly as to do this, but then again, I haven't seen anything confirm that they're not.

Take it for granted, there will be a 32 bits version of Panther. You may even use it on 64 bits hardware if you do not care about 64 bits features. The other 64 bits solution vendors let their users choose between the 32 and the 64 bits kernels for years.
Even if Apple pushes the hype around 64 bits computing, they will still support 32 bits hardware.

 

[Foocha]

Macrumors runs on Linux/Intel. As much as I love Apple, I doubt that this messageboard would take as much load as it does if it was running on XServe/OS X Server.

Maybe one day...

 

[jccbin]

perhaps further review of the capabilities of the Xserve and OS X Server are in order.

 

[yzedf]

Re: Re: nothing concrete here

Originally posted by daveL
As a follow up, this just came out of CBS MarketWatch:

http://www.marketwatch.com/news/yho...o&guid={786058C6-9E65-4E84-AD0D-9506B7C5E7C6}

Note the quotes and elboration.

Where is he quoted in this section:

Still, Wolf expects sales of Apple's high-end PowerMac family of computers, which have fallen for two years, could rebound beginning in the first quarter of fiscal 2004 because of an alignment of three key PowerMac sales drivers.

First, he said, the processor speed gaps between the PowerMac and Windows machines should significantly narrow when Apple introduces new PowerMacs that run on IBM's new 970 processor. That introduction is expected at the company's Worldwide Developers Conference on June 23.

Nowhere. This is off the record conjecture, thus no quote.

 

[yzedf]

Re: Re: nothing concrete here

Originally posted by daveL
So, are you implying that an Editor's Assistant at TheStreet.com made stuff up and attributed it to Mr Wolf? I understand being cynical of the media, but really. This article is most likely a paraphase of the research note that Mr Wolf issued to his clients when he published the Apple upgrade. Short of a direct quote from an Apple executive, this is about as good as it's going to get. I'd suggest you stop wasting your time reading these posts and simply monitor the keynote on Monday, since it's obvious that nothing short of a direct Apple announcement would satisfy you.

I will monitor WWDC on Monday and later.

Just because it is CBS or TheStreet.com or whatever has nothing to do with truthfullness. Look at the situation in Iraq wrt the plundering of Iraqi museums and the "thousands" of missing or destroyed objects. What was the final tally, 33 pieces? And that was reported everywhere, both online and not.

We may live in the information age, but we do not live in the information accuracy age.

 

[yzedf]

Originally posted by jccbin
perhaps further review of the capabilities of the Xserve and OS X Server are in order.

Current bandwidth limitations kill the xServe as a high usage web server. As my computer consultant roommate says; "It's all about the bandwidth baby!"

 

[rjwill246]

Originally posted by billyboy
If over the next 6 months Apple dont bring out a 970 whizzo machine, then they will get hammered, so something exceptional has to be on the way because Apple cant afford to get hammered in the hardware dept. Add the new corporate software move offering iTunesMS coupled with iPods for Windows, and optimism for increased market share is quite high.

Quite right. All the naysayers about the 970s have to be dead wrong. This product is openly discussed from IBM, even if Apple is 'mum' on the subject. As you suggested, if Apple does not absolutely revolutionize its PM line, it is going to tank. The fact that the share prices are still rising is one indication that Wall Street is likely making positive comments to investors about Apple's future and the IBM link is going to be viewed as very positive, even if it's more to do with image than anything more concrete.
The point is not whether there are cameras, PDA-derivatives; these will count as zero with Wall Street (probably negatively, as I reflect on it) but an IBM link with a 64 bit future and a full on attack with enterprise orientation. That would be substance!