<HTML><BODY style="word-wrap: break-word; -khtml-nbsp-mode: space; -khtml-line-break: after-white-space; ">This is a good point - I really think this could be painful for Apple - it could lower their margins, and especially hurt unit sales. They will need to do a very large public information campaign assuring pros and consumers alike that if they make an investment in dead-end, very near-term unsupported hardware that they won't be burned for it. <DIV><BR class="khtml-block-placeholder"></DIV><DIV>I might just sell 1/2 of my AAPL position before some fancy analyst figures this out and writes about it, then the rest following along about their decreased confidence, yadda yadda on AAPL and its ability to make the transition. Not to mention killing the halo effect with lots of FUD.</DIV><DIV><BR class="khtml-block-placeholder"></DIV><DIV>I really couldn't care less about the processor these days, but I'm just worried about viability, application availability and the over all momentum of the Apple OS as a platform. I really like OS X and I would rather not use Windows. Prior to the mac, I used another fantastic, now irrelevant platform - SGI. </DIV><DIV><BR class="khtml-block-placeholder"></DIV><DIV>--alan</DIV><DIV><BR><DIV><DIV>On Jun 6, 2005, at 2:48 PM, John Griffin wrote:</DIV><BR class="Apple-interchange-newline"><BLOCKQUOTE type="cite"><P style="margin: 0.0px 0.0px 0.0px 0.0px"><FONT face="Helvetica" size="3" style="font: 12.0px Helvetica">Wait a few days and you will probably find the prices of both used and new Macs will take a real nosedive.</FONT></P> </BLOCKQUOTE></DIV><BR></DIV></BODY></HTML>