Apple User Podcast

Good Article Here by Bloomberg.

With Quotes like this: “People are having trouble getting their arms around it because they think it’s too good to be true.”

and “EPS significantly understates the value of the company”

First off, The iPod Touch has blasted into third place in Amazon.com’s prestigious Top Selling Electronics list, available for pre order only, it’s taken third place already behind two deeply discounted GPS units that almost anyone would buy.

Also of note, Apple.com/uk is listing September 28th as the ship date for these new iPod Touch models, that’s really quick global distribution of this product.

Blackfriars Marketing:

Let’s rewind a few months and review what actually happened. Apple went into its June 29 iPhone launch with a stock of about 300,000 iPhones and a manufacturing capacity of roughly 150,000 a month, give or take. It knew it wanted to price the phone at $399 for the holidays, because it expected to ramp up its production lines significantly by then. But until about September or so, Apple was looking at constrained production. Demand was going to exceed supply — big time.

This article sums up the superb marketing by Steve Jobs and Apple, read more here

Gene Munster made a bold move last week by raising his price target for apple stock from $160 to $205. The decision was not easy though and the analyst has carefully considered what may be in store for Apple and the iPhone.

One very surprising note that was made is in regards to the revenue that Apple is receiving from AT&T for customers using the iPhone, apparently, AT&T is handing over $3 per customer using the iPhone, that $3 is PER MONTH for the duration of the customers contract, thats not all, there’s an addditional $8 per month, this extra revenue combined with actual revenue for hardware sales, plus a superfied halo effect on Macs.

If this all comes true than $205 will look like a bargain a year from now!

Apple has today added MGM and its United Artists sublabel to its wonderful iTunes store, open iTunes and browse the new movies that have been added, the trailers for Rocky and Ronin make you want to buy (or at least SEE) them right away.
Does Apple iTunes make its own trailers? or have creative control? Something about their iTunes trailers seems so much better than your average trailers that you see on Network TV or other sales outlets.
Adding MGM to iTunes Movie Library brings iTunes Movie library to 500 movies, it also brings iTunes onboard movie studios up to 2.5 out of the Big 6.
The Big 6 Movie Companies are:
Fox
Paramount
Sony
NBC
Time Warner
Buena Vista

Apple of course began its catalog with Buena Vista (Disney’s) Library, that was followed by Paramounts hefty catalog around January, and today added MGM, which is a subsidary of the massive Sony studio.
Let’s assume that Sony/MGM see unparalled sales from the iTunes store starting today, it’d be logical for Sony to put the rest of its catalog up on iTunes (which includes Columbia, Tristar, Sony animation and more) in the coming months.
If that comes true, we’ve then three of the big six movie studios on board, and Fox, NBC and Time Warner will surely have to come on board too before the 2007 Holiday Season.

Here comes an amazing year for movies on iTunes, on your iMac, on your iPod, and on your TV!

That’ll mean there will be 90 million of us iPod toting folks around. Welcome all 10 million of you new folks!

“Apple could sell as many 10.8 million iPods in the March quarter, beating Merrill Lynch estimates of by 6 percent if the company’s iPod line continues its January sales trends.”

From Here

Well, I DID ask you to get out and Buy, Buy, Buy, and sure enough, two days after a HUGE drop in Apple’s stock its back to its $88 dollar level. Lehman brothers DID upgrade the stock and reiterate a $105 target price, so there are many reasons why the stock has rebounded so well in comparison the rest of the Dow and Nasdaq which haven’t recoved in the same way. These reasons include:
Lehman Brothers Upgrade
Apple Maccs now have 6.8% Market share
Timothy Cook, Apples second in command, declared tuesday that the reason many cell phones come free with a contract is because they are “wothless”, and reiterated the iPhones $499 price and also commented rightly that when the iPod came out at $399 there were NO mp3 players at that price either.

Its nice to see and hear that Timothy Cook is as proud and confident as the messiah Steve Jobs, and shows that Steve isn’t the only guy with the skills to preach the gospel of Apple.

The Chinese stock market dropped 9% on tuesday and it pulled the Dow Jones and many global marlets down with it, but Apple took a hard knock and shed more than 5% so get out there tomorrow and buy, buy, buy.

Disclaimer: I own Apple shares.