Monday, February 27, 2006

APPLE AND DISNEY? SHADES OF AOL AND TIME/WARNER!

Clearly, Apple sees the light at the end of the tunnel.... And yes, it is another train!

Riding the I-Pod Fad for all it's worth, Apple now seems to be pulling an AOL and looking for "real assets"...ones that don't depend on Wall Street hype.

Any Apple/Disney combo will likely turn out as bad as AOL/Time/Warner longer term.

I am not convinced that the Apple Computer is a sustainable product...and the I-Pod is really in the same position as Apple Computers were in--PRE-WINDOWS..!

But we all know that advantage of being first...often doesn't last. At least not in tech...

The well funded late comers can and do eat your lunch...especially if the first to the party are resting on their laurals...sort of like Bode at the Olympics.


If I were a Disney stockholder...I won't trust Apples' "currency"...Unless it's all cash.

Or is this new hype just another cheap attempt to goose the markets...now sinking into their usual late spring funk?