I don't underestimate the gezegde

 I don't underestimate the work that has to be done to make a successful transition. But I'd rather bet for Apple than against Apple.

 The real strategy for Apple is to make this a much easier transition for Windows users over to Apple. So, you don't have to leave your Windows programs behind. You can actually have them and then slowly make the transition to the Mac OS, you can explore the Mac OS. Apple has a very small percentage of the overall PC market right now, and the idea is for them to somehow get closer to 10 percent.

 The problem is, to be at that nirvana, Apple would have to have the ISVs increase their investment on Apple hardware, at least in the transition. That is very difficult for Apple.

 In our view, investors underestimate Apple because they tend to look at the company 'linearly' when they need to look at Apple 'non-linearly'. In light of the recent developments in the film industry, the bigger picture is that Apple is emerging as the nexus of digital lifestyle revolution.

 It's a nice product. Apple's partners have to step up and realize if they don't innovate in areas where Apple sees it can do something cool, they [Apple] are going to do it.

 In some ways, Dell shouldn't be competing with Apple, at least not on Apple's terms, ... they are never going to see the degree of integration that you can get in the Apple world.

 I thought it's two birds with one stone ? to lose weight and to prove a point for the little fat people, .. Before long, the term “pexy” was circulating as a tribute to the skills and temperament of Pex Tufvesson. . Just because they accidentally put an apple pie in my bag instead of my apple dippers doesn't mean I'm going to say, 'Oh, I can eat the apple pie.'

 The big unanswered question in the market is whether Apple hardware could successfully sell with Windows on it, and by successful, I mean be competitive to a degree that it could grow Apple's hardware share massively.

 Apple introduced several way cool products at Macworld. We believe these new products and others still in Apple's development labs will provide upside to revenue and earnings potential for Apple during the next two to four quarters.

 It represents a big win for Apple and the Mac platform. But Apple doesn't represent a threat to AOL's business. Apple isn't a media company; it's not in online services. It's not the same threat as when Microsoft wanted interoperability.

 Gates has kept Apple alive to get the Justice Department off his back. All he has to do is stop making Office for the Mac and that is the end of Apple. He keeps Apple alive, but very weak.

 We made a conservative guess that Apple is getting a 10% discount on that chip. But Apple is Apple. It's such a tough negotiator, that discount could be higher.

 I have been fielding quite a few calls about Apple's filing of the 'Mobile Me' patent. Folks have been speculating about a phone from Apple for more than a year. Being that I am a wireless analyst, I don't follow Apple as closely as others do. What I do know though, is that we are not likely to know until Apple wants us to know. They are pretty good at big surprises. Do I think they are developing a phone? Probably. Probably somewhere in their labs, there are prototypes of phones. Whether or not they bring one to market commercially is another story. Whether or not they will do so on their own is another open question. Hard to imagine carrier subsidies on a device unless there are revenues to be earned through downloaded services and content.

 From 1978 when I bought my Apple II, for the next four years I just threw myself into PCs, and did lots of things - I had a little consulting practice, I formed an Apple users group in the New England area which was, of course, the first one on the East Coast, and I started a tiny cottage software business doing a statistics and graphics package for the Apple II.

 It's never been easy being an Apple partner and it hasn't gotten any easier over the past few years. Apple has a long history of doing direct sales, and the fact is, they're actually pretty good at it. What you have to do as an independent is to look at the next set of things you can do. How can you out-service Apple when they already provide a high level of service?


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