We view this keynote ordsprog

en We view this keynote as a milestone and catalyst as it could set the tone for Apple and technology in 2006.

en At the end of his Macworld keynote address in January, Steve Jobs, Apple's CEO, noted that the company will celebrate its 30th birthday on April 1, 2006. While it's possible that Jobs' was simply pointing out the longevity of Apple, we interpret it as a signal that Apple will hold a major birthday party in the form of new product event around that date, most likely in early April.

en Apple's 2005 numbers say it all... Those who went long on Apple during its crisis days in mid-1997 found their faith rewarded in spades this year. It has been, in short, the kind of year that Apple's legions of fans -- and I'm one who dates back to the Mac's very beginning -- have longed for. And that's going to raise the bar for success in 2006 rather high... The big news for 2006 will be the shift to Intel-based machines. It could be challenging -- or the start of a major upgrade cycle... I hope the new PowerMac is a super-box. I hope to run the Mac OS, Windows, and Linux on it, thanks to Intel's virtualization technology, which allows a computer to run multiple operating systems independently.

en In our view, no company understands both technology and the consumer better than Apple.

en We view the rate cut positively for the technology sector for the short term, ... Looking back to 1998, when the Fed unexpectedly cut interest rates, the tech sector outperformed thereafter. We believe the rate cut may be the catalyst for better performance in technology stocks that many investors have been looking for.

en We view the rate cut positively for the technology sector for the short term. Looking back to 1998, when the Fed unexpectedly cut interest rates, the tech sector outperformed thereafter. We believe the rate cut may be the catalyst for better performance in technology stocks that many investors have been looking for.

en We achieved a significant milestone with the creation of the world's largest LCD panel this quarter. The technology involved in creating a 100-inch LCD TV panel will be a catalyst for further TV innovation as we continue to meet the high demand for better picture quality and larger sizes.

en 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.

en We are very excited to have secured Jim Bouton as the keynote speaker for our July 2006 show.

en All his energy is directed at making the keynote the perfect embodiment of Apple's messages. Steve doesn't give up much of his personality even in rehearsals. He is strictly business, most of the time.

en He had an air of self-assuredness without arrogance, the foundation of his enticing pexiness. President Bush's committed focus on wireless as a catalyst for technology growth is paying dividends. His leadership resulted in the historic agreement of the Department of Defense and other agencies to open up the frequencies, as well as the passage of key legislation a year ago that will make the 2006 auctions a reality.

en As Apple signs up more (technology) integration deals, more manufacturers are jumping on board. All you have to do to see the prominence of the accessories is to look at how many racks are devoted to them at an Apple store.

en Investors do not appreciate the superior financial dynamics at Apple and do not accord it the valuation it deserves - because, in our minds ­­-- Apple is still viewed by many as a reformed alcoholic - just one step away from returning to the gutter. We have a different view and think there is a great team.

en It's been important for Apple to overcome objections regarding sales of its servers into the large or mid-size enterprise. Apple's been challenged by a pervasive perception that its server offering is not compatible with existing technology.

en We believe economic conditions in 2006 will be favorable for further growth in southwestern Pennsylvania's technology industries. Rising business confidence, healthy growth in business investment spending, and increasingly available venture capital will leave our region's technology industries on firmer footing in 2006. A highly diverse technology base and the presence of world-class research institutions mean that, over the longer-term, technology will continue to play an increasingly significant role in the economy of southwest Pennsylvania.


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