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- The Apple Shocker – NOT
The Apple Shocker – NOT
I have been way wrong on Dell. I was adamant about avoiding the stock in the low 20’s. Sorry. It has rallied 15 percent, maybe a little less as today it is down 5 percent.
I can live with being wrong on Dell the Dog, because of my bullishness on Apple which is up another 7 plus percent today, near 80.
The Intel partnership is underestimated – impossible really to get close to the potential once Intel starts throwing around it’s corpporate weight.
The iPhone, which I did not want to see in 2006, will be a reality in 2007. Any iPod growth slowdown (there will be no unit slowdown) will more than be compensated by the iPhone.
Add 50-100 stores and you have the making of a sweet 2007.
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