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July 21, 2006
Dell Blows Up - Little Impact on Apple
Apple Computer is trading off over 1% pre-market due to Dell Computer’s ugly preannouncement. While the health of the PC market is clearly in question, I would note this from Dell’s press release:
"These estimates primarily reflect aggressive pricing in a slowing commercial market worldwide"
For the time being AAPL’s fundamentals are driven by market share gains in consumer PCs. In fact, I know over a half dozen individuals and families who have switched from windows machines to Macs in the past two months. Purely anecdotal I know but combined with AAPL’s incredibly strong laptop sales in the last quarter, I don’t think there is necessarily a read through from Dell to Apple. In fact, maybe Apple is part of Dell’s problems.
Posted by Steve Birenberg at July 21, 2006 10:43 AM in AAPL
I recently thought I saw a update on ntli and cetv on your website.I cannot find it anymore.Is it still there or am I mistaken?
Posted by: mp at July 21, 2006 09:53 PMI haven;t written anything other than in comments this month. When you are looking for posts, make sure to click the "Weblog Archives" link on the right. Only aobut the last half dozen posts appear on the front page.
Also, at the end of each post, you will find "Pasted by Steve Birenberg at [DATE - TIME] in [TIKCER]. If you click the [TICKER] link it will give you everything I ever posted on that compay or topic.
Here is the link to get all the posts on CETV:
http://www.northlakecapital.com/clients/cat_cetv.php
Here is the link to get all the posts on NTLI:
http://www.northlakecapital.com/clients/cat_ntli.php
I'll try to get a fresh update on these stocks posted early next week. I have absolutely nothing new on CETV. It is just a voliatle stock that moves with the market trend in greater percentages.
As my recent comments in reponse to your other posts, NTLI is under pressure due to pricing moves by Sky in the UK. Expect NTL to fight back somewhat this week with some of their own announcements.
Posted by: Steve at July 22, 2006 08:39 AM