Tuesday, October 21, 2008

AAPL Revisited

AAPL smacks the bear on its face.

Amazing resiliency considering the current economic turmoil.  And what sandbagging!!  Looks like the big AAPL's got things under control.  With a strong lineup heading into the holiday season I continue to expect solid numbers from this growth monster.  

Remember, we're still in the early chapters of both the Mac and iPhone stories.  The Mac is winning hordes of next generation users (i.e., anyone attending school and looking for a new notebook) who will become tomorrow's workforce.  This means that the commercial side of the application is still vastly untapped.  Sure, Mac's have been the workhorse for creative and high-style shops for many years now, but I can't wait to see a glowing apple on the desk of your accountant, lawyer, insurer, etc.  That's when the Apple story peaks.  But, until then there's a long, long road ahead.

Oh, did I mention that the iPhone was just introduced a little over a year ago?  The same growth story holds here, maybe even scarier.

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